+233.6%
FISV vs TRGP
+2,246.2%
-2,012.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | -7.2% | -0.6% | -6.7% | -7.1% |
| 30D | -7.2% | +10.0% | -17.2% | -8.8% |
| 3M | -8.2% | +7.6% | -15.8% | -9.6% |
| 6M | -17.7% | +26.8% | -44.5% | -21.4% |
| YTD | -27.2% | +60.6% | -87.7% | -33.3% |
| 1Y | -63.0% | +82.5% | -145.4% | -66.9% |
| 3Y | -59.8% | +265.0% | -324.8% | -68.4% |
| 5Y | -55.8% | +645.9% | -701.7% | -69.4% |
| 10Y | -2.4% | +850.6% | -853.1% | -44.2% |
| All | +233.6% | +2,246.2% | -2,012.6% | +25.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling