+559.9%
FISV vs TPR
+8,233.9%
-7,674.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.5% | -1.4% | +0.4% |
| 7D | +22.3% | +12.7% | +9.6% | +18.5% |
| 30D | +39.2% | +17.1% | +22.1% | +33.5% |
| 3M | +21.2% | -15.9% | +37.1% | +25.5% |
| 6M | +14.5% | +2.6% | +11.9% | +12.0% |
| YTD | -5.4% | +7.5% | -12.9% | -9.5% |
| 1Y | -0.3% | +32.9% | -33.2% | -10.0% |
| 3Y | -46.8% | +413.8% | -460.6% | -68.1% |
| 5Y | -36.2% | +263.9% | -300.1% | -59.5% |
| 10Y | +26.4% | +389.7% | -363.3% | -35.8% |
| All | +559.9% | +8,233.9% | -7,674.0% | +60.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling