-47.9%
FISV vs TT
+94.9%
-142.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +8.4% | +0.8% | +7.6% | +8.3% |
| 30D | +38.8% | -11.8% | +50.5% | +40.0% |
| 3M | +21.3% | -11.6% | +32.8% | +22.2% |
| 6M | +14.1% | -9.3% | +23.4% | +14.1% |
| YTD | -5.7% | +8.9% | -14.6% | -8.9% |
| 1Y | -0.8% | -2.2% | +1.5% | -1.9% |
| 3Y | -47.9% | +91.9% | -139.8% | -56.0% |
| All | -47.9% | +94.9% | -142.8% | -56.0% |
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