-53.1%
FISV vs TGT
-25.8%
-27.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.4% | +5.4% |
| 7D | -2.7% | -5.2% | +2.6% | -1.5% |
| 30D | 0.0% | +1.2% | -1.1% | -0.2% |
| 3M | -2.8% | +18.4% | -21.2% | -6.5% |
| 6M | -11.8% | +33.4% | -45.3% | -17.7% |
| YTD | -23.2% | +63.8% | -87.0% | -31.7% |
| 1Y | -62.0% | +77.2% | -139.2% | -66.6% |
| 3Y | -57.6% | +41.8% | -99.4% | -62.7% |
| All | -53.1% | -25.8% | -27.3% | -51.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling