-20.6%
FISV vs TRU
+1.2%
-21.8%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.6% | -3.9% |
| 7D | -6.4% | -6.5% | +0.1% | -3.3% |
| 30D | -6.8% | -2.5% | -4.3% | -5.9% |
| 3M | -10.0% | +10.4% | -20.3% | -15.0% |
| 6M | -20.6% | +1.6% | -22.3% | -22.1% |
| All | -20.6% | +1.2% | -21.8% | -22.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling