-60.0%
FISV vs TRMB
+11.9%
-72.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.3% | -2.0% | -3.4% |
| 7D | -6.4% | -2.9% | -3.5% | -5.3% |
| 30D | -6.8% | -1.8% | -5.1% | -6.2% |
| 3M | -10.0% | +8.4% | -18.4% | -12.7% |
| 6M | -20.6% | -18.5% | -2.1% | -14.9% |
| YTD | -27.6% | -26.7% | -0.8% | -19.9% |
| 1Y | -64.3% | -28.3% | -36.0% | -60.2% |
| All | -60.0% | +11.9% | -72.0% | -60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling