-53.1%
FISV vs TRGP
+628.1%
-681.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.6% | +6.0% | +5.6% |
| 7D | -2.7% | +0.1% | -2.7% | -2.7% |
| 30D | 0.0% | +8.0% | -8.0% | -2.1% |
| 3M | -2.8% | +8.3% | -11.0% | -5.2% |
| 6M | -11.8% | +23.9% | -35.7% | -17.3% |
| YTD | -23.2% | +59.6% | -82.8% | -33.0% |
| 1Y | -62.0% | +79.4% | -141.4% | -68.0% |
| 3Y | -57.6% | +269.4% | -327.0% | -71.9% |
| All | -53.1% | +628.1% | -681.2% | -75.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling