-61.1%
FISV vs TT
+10.3%
-71.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.6% |
| 7D | -0.3% | -0.2% | -0.1% | -0.4% |
| 30D | -2.1% | -7.4% | +5.3% | -3.3% |
| 3M | -5.7% | -3.2% | -2.5% | -6.4% |
| 6M | -15.3% | +1.1% | -16.4% | -16.0% |
| YTD | -21.1% | +15.6% | -36.7% | -18.1% |
| 1Y | -61.1% | +9.2% | -70.2% | -60.4% |
| All | -61.1% | +10.3% | -71.4% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TT.
Daily Out/Under-Performance
Portfolio return minus TT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TT 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 TT 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