-2.0%
FISV vs TPG
-8.6%
+6.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -6.8% | +7.9% | +3.6% |
| 7D | +29.4% | -2.5% | +31.9% | +30.4% |
| 30D | +38.0% | +3.9% | +34.0% | +35.5% |
| 3M | +15.9% | -1.4% | +17.3% | +16.7% |
| 6M | +9.5% | +5.0% | +4.6% | +7.9% |
| YTD | -6.6% | -24.0% | +17.4% | +1.1% |
| 1Y | -2.0% | -8.3% | +6.3% | -0.3% |
| All | -2.0% | -8.6% | +6.6% | -0.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 TPG 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