+494.4%
TEAM vs FISV
+3.1%
+491.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +5.4% | -5.3% | -2.6% |
| 7D | -5.2% | -2.7% | -2.5% | -4.0% |
| 30D | +15.8% | 0.0% | +15.7% | +15.7% |
| 3M | +101.5% | -2.8% | +104.2% | +102.9% |
| 6M | +138.2% | -11.8% | +150.0% | +152.4% |
| YTD | +10.8% | -23.2% | +34.0% | +25.4% |
| 1Y | +1.7% | -62.0% | +63.7% | +47.9% |
| 3Y | -16.0% | -57.6% | +41.6% | +5.6% |
| 5Y | -52.7% | -53.4% | +0.7% | -44.4% |
| All | +494.4% | +3.1% | +491.3% | +307.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 10y: compounded portfolio wealth divided by compounded FISV 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…
10y analysis · Full analysis span regression · 6 months rolling