-3.7%
FISV vs TRU
+2.1%
-5.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.6% | +1.7% | +4.0% |
| 7D | +29.6% | +10.5% | +19.1% | +23.6% |
| 30D | +34.5% | +28.7% | +5.8% | +18.7% |
| 3M | +11.2% | +0.7% | +10.6% | +10.7% |
| 6M | -1.2% | +19.3% | -20.5% | -10.2% |
| YTD | -7.6% | -3.7% | -3.9% | -9.3% |
| 1Y | -3.7% | +3.4% | -7.1% | -8.0% |
| All | -3.7% | +2.1% | -5.8% | -8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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