-52.7%
FISV vs TPG
+74.1%
-126.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +4.9% |
| 7D | -2.7% | -9.4% | +6.7% | +0.4% |
| 30D | 0.0% | -5.3% | +5.3% | +1.8% |
| 3M | -2.8% | +12.9% | -15.7% | -6.4% |
| 6M | -11.8% | +20.1% | -31.9% | -16.9% |
| YTD | -23.2% | -22.5% | -0.7% | -17.9% |
| 1Y | -62.0% | -19.7% | -42.3% | -59.9% |
| 3Y | -57.6% | +81.2% | -138.8% | -66.2% |
| All | -52.7% | +74.1% | -126.8% | -63.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling