+10,269.2%
FISV vs TROW
+14,151.0%
-3,881.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.2% | +0.8% | +0.6% |
| 7D | -7.2% | -3.0% | -4.2% | -6.2% |
| 30D | -7.2% | -5.5% | -1.7% | -5.4% |
| 3M | -8.2% | +2.3% | -10.4% | -9.0% |
| 6M | -17.7% | +23.9% | -41.6% | -23.7% |
| YTD | -27.2% | +7.9% | -35.0% | -29.3% |
| 1Y | -63.0% | +6.1% | -69.1% | -63.7% |
| 3Y | -59.8% | +13.8% | -73.6% | -62.2% |
| 5Y | -55.8% | -38.2% | -17.6% | -50.3% |
| 10Y | -2.4% | +131.3% | -133.7% | -30.0% |
| All | +10,269.2% | +14,151.0% | -3,881.8% | +2,687.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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