-58.2%
FISV vs TT
+121.9%
-180.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -4.0% |
| 7D | -1.6% | +1.6% | -3.1% | -1.7% |
| 30D | -3.0% | -7.3% | +4.4% | -2.2% |
| 3M | -3.5% | -2.6% | -0.9% | -3.8% |
| 6M | -19.4% | +5.9% | -25.3% | -20.9% |
| YTD | -24.3% | +15.4% | -39.7% | -27.0% |
| 1Y | -62.4% | +8.2% | -70.6% | -63.4% |
| 3Y | -58.2% | +122.7% | -180.8% | -65.7% |
| All | -58.2% | +121.9% | -180.0% | -65.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling