+2.0%
FISV vs TRGP
+863.3%
-861.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.5% |
| 7D | -2.7% | +0.1% | -2.7% | -2.7% |
| 30D | 0.0% | +8.0% | -8.0% | -1.6% |
| 3M | -2.8% | +8.3% | -11.0% | -4.6% |
| 6M | -11.8% | +23.9% | -35.7% | -15.9% |
| YTD | -23.2% | +59.6% | -82.8% | -30.3% |
| 1Y | -62.0% | +79.4% | -141.4% | -66.4% |
| 3Y | -57.6% | +269.4% | -327.0% | -67.7% |
| 5Y | -53.4% | +641.6% | -695.0% | -69.0% |
| All | +2.0% | +863.3% | -861.3% | -45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling