-62.0%
FISV vs TGT
+78.4%
-140.4%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.4% | +5.4% |
| 7D | -2.7% | -5.2% | +2.6% | -0.3% |
| 30D | 0.0% | +1.2% | -1.1% | -0.6% |
| 3M | -2.8% | +18.4% | -21.2% | -10.1% |
| 6M | -11.8% | +33.4% | -45.3% | -24.6% |
| YTD | -23.2% | +63.8% | -87.0% | -45.3% |
| 1Y | -62.0% | +77.2% | -139.2% | -71.6% |
| All | -62.0% | +78.4% | -140.4% | -71.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded TGT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling