-64.3%
FISV vs TPR
+9.9%
-74.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.3% | -1.1% | -4.2% |
| 7D | -6.4% | -7.3% | +0.9% | -6.1% |
| 30D | -6.8% | -30.7% | +23.9% | -5.0% |
| 3M | -10.0% | -21.6% | +11.7% | -10.0% |
| 6M | -20.6% | -21.3% | +0.7% | -21.1% |
| YTD | -27.6% | -10.2% | -17.4% | -31.1% |
| 1Y | -64.3% | +9.5% | -73.8% | -67.8% |
| All | -64.3% | +9.9% | -74.2% | -67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TPR.
Daily Out/Under-Performance
Portfolio return minus TPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPR 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 TPR 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