-14.3%
TEAM vs FISV
-47.4%
+33.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +3.7% | -5.2% | -2.6% |
| 7D | -2.4% | +1.4% | -3.8% | -2.9% |
| 30D | -26.7% | +38.4% | -65.2% | -34.2% |
| 3M | -9.6% | +14.9% | -24.6% | -14.0% |
| 6M | +86.0% | +21.8% | +64.3% | +74.0% |
| YTD | -7.5% | -5.0% | -2.4% | -7.8% |
| 1Y | -1.4% | -1.2% | -0.2% | -2.5% |
| 3Y | -14.3% | -47.5% | +33.2% | -21.8% |
| All | -14.3% | -47.4% | +33.1% | -21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling