-55.5%
FISV vs TTMI
+800.2%
-855.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TTMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +0.6% |
| 7D | -7.2% | +6.0% | -13.2% | -7.4% |
| 30D | -7.2% | -6.4% | -0.8% | -7.0% |
| 3M | -8.2% | -28.9% | +20.8% | -7.4% |
| 6M | -17.7% | +26.9% | -44.6% | -21.6% |
| YTD | -27.2% | +77.3% | -104.5% | -33.8% |
| 1Y | -63.0% | +147.5% | -210.5% | -68.6% |
| 3Y | -59.8% | +847.6% | -907.4% | -75.5% |
| All | -55.5% | +800.2% | -855.8% | -73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TTMI.
Daily Out/Under-Performance
Portfolio return minus TTMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TTMI 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 5y: compounded portfolio wealth divided by compounded TTMI 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…
5y analysis · Full analysis span regression · 6 months rolling