-56.9%
FISV vs TPR
+308.4%
-365.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.3% | -2.3% | +2.0% | -0.1% |
| 30D | -2.1% | -23.0% | +20.9% | +0.4% |
| 3M | -5.7% | -12.5% | +6.7% | -5.2% |
| 6M | -15.3% | -21.4% | +6.1% | -13.8% |
| YTD | -21.1% | -3.5% | -17.6% | -22.4% |
| 1Y | -61.1% | +17.4% | -78.4% | -63.0% |
| All | -56.9% | +308.4% | -365.3% | -66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling