-61.1%
FISV vs TRU
-7.3%
-53.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.9% | +6.4% | +3.7% |
| 7D | -0.3% | -6.8% | +6.4% | +3.3% |
| 30D | -2.1% | 0.0% | -2.1% | -2.4% |
| 3M | -5.7% | +13.3% | -19.0% | -12.6% |
| 6M | -15.3% | +3.4% | -18.8% | -17.9% |
| YTD | -21.1% | -6.4% | -14.7% | -20.1% |
| 1Y | -61.1% | -9.7% | -51.4% | -60.7% |
| All | -61.1% | -7.3% | -53.8% | -60.7% |
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