-3.7%
FISV vs TRI
-22.4%
+18.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.4% | -0.1% | +3.9% |
| 7D | +29.6% | +1.0% | +28.7% | +28.0% |
| 30D | +34.5% | +20.8% | +13.7% | +23.3% |
| 3M | +11.2% | +8.1% | +3.1% | +6.1% |
| 6M | -1.2% | +24.2% | -25.4% | -12.2% |
| YTD | -7.6% | -7.8% | +0.1% | -1.4% |
| 1Y | -3.7% | -16.7% | +12.9% | +9.2% |
| All | -3.7% | -22.4% | +18.7% | +9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 1y: compounded portfolio wealth divided by compounded TRI 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…
1y analysis · Full analysis span regression · 6 months rolling