-3.7%
FISV vs TRMB
-31.2%
+27.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -17.3% | +23.6% | +12.2% |
| 7D | +29.6% | -15.7% | +45.3% | +35.4% |
| 30D | +34.5% | -7.8% | +42.2% | +33.6% |
| 3M | +11.2% | -9.3% | +20.5% | +11.4% |
| 6M | -1.2% | -20.8% | +19.6% | +4.5% |
| YTD | -7.6% | -30.8% | +23.1% | +0.3% |
| 1Y | -3.7% | -31.0% | +27.3% | +4.4% |
| All | -3.7% | -31.2% | +27.5% | +4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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