+443.6%
TEAM vs FISV
+26.5%
+417.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.7% | -5.2% | -3.3% |
| 7D | -2.4% | +1.4% | -3.8% | -3.2% |
| 30D | -26.7% | +38.4% | -65.2% | -37.9% |
| 3M | -9.6% | +14.9% | -24.6% | -16.4% |
| 6M | +86.0% | +21.8% | +64.3% | +67.2% |
| YTD | -7.5% | -5.0% | -2.4% | -6.4% |
| 1Y | -1.4% | -1.2% | -0.2% | -2.2% |
| 3Y | -14.3% | -47.5% | +33.2% | -3.8% |
| 5Y | -66.3% | -36.7% | -29.6% | -66.0% |
| All | +443.6% | +26.5% | +417.1% | +217.7% |
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