-3.7%
FISV vs TSN
+19.9%
-23.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.4% | +0.9% | +5.3% |
| 7D | +29.6% | +8.4% | +21.2% | +28.0% |
| 30D | +34.5% | +16.1% | +18.4% | +31.9% |
| 3M | +11.2% | +3.2% | +8.1% | +10.7% |
| 6M | -1.2% | -11.1% | +9.9% | -1.2% |
| YTD | -7.6% | +5.1% | -12.7% | -8.7% |
| 1Y | -3.7% | +19.4% | -23.1% | -6.6% |
| All | -3.7% | +19.9% | -23.6% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TSN.
Daily Out/Under-Performance
Portfolio return minus TSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TSN 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 TSN 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