+2.0%
FISV vs TRMB
+121.9%
-119.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.0% | +4.8% |
| 7D | -2.7% | -3.0% | +0.4% | -1.4% |
| 30D | 0.0% | +2.3% | -2.3% | -0.8% |
| 3M | -2.8% | +15.3% | -18.1% | -8.1% |
| 6M | -11.8% | -14.7% | +2.9% | -6.3% |
| YTD | -23.2% | -26.4% | +3.2% | -13.7% |
| 1Y | -62.0% | -30.4% | -31.6% | -56.3% |
| 3Y | -57.6% | +13.5% | -71.1% | -60.9% |
| 5Y | -53.4% | -38.6% | -14.8% | -46.7% |
| All | +2.0% | +121.9% | -119.9% | -31.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling