+10,209.8%
FISV vs TGT
+6,106.6%
+4,103.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.2% | -1.2% | -3.4% |
| 7D | -6.4% | -3.6% | -2.8% | -5.4% |
| 30D | -6.8% | +4.4% | -11.2% | -8.1% |
| 3M | -10.0% | +25.4% | -35.3% | -16.0% |
| 6M | -20.6% | +33.4% | -54.0% | -27.6% |
| YTD | -27.6% | +65.6% | -93.2% | -38.2% |
| 1Y | -64.3% | +80.3% | -144.6% | -70.2% |
| 3Y | -60.0% | +42.1% | -102.1% | -65.8% |
| 5Y | -57.7% | -25.0% | -32.7% | -57.4% |
| 10Y | -3.0% | +208.2% | -211.2% | -40.6% |
| All | +10,209.8% | +6,106.6% | +4,103.2% | +2,563.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling