-64.3%
FISV vs TMF
-23.1%
-41.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TMF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.7% | -3.9% |
| 7D | -6.4% | -0.9% | -5.5% | -6.2% |
| 30D | -6.8% | -1.0% | -5.9% | -6.6% |
| 3M | -10.0% | -11.3% | +1.3% | -7.6% |
| 6M | -20.6% | -22.7% | +2.1% | -14.0% |
| YTD | -27.6% | -17.3% | -10.2% | -24.7% |
| 1Y | -64.3% | -22.5% | -41.9% | -54.5% |
| All | -64.3% | -23.1% | -41.3% | -54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TMF.
Daily Out/Under-Performance
Portfolio return minus TMF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TMF 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 TMF 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