-17.0%
TEAM vs FISV
-60.0%
+43.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.3% | +5.1% | +2.2% |
| 7D | -4.7% | -6.4% | +1.7% | -2.5% |
| 30D | +17.0% | -6.8% | +23.9% | +19.9% |
| 3M | +85.9% | -10.0% | +95.9% | +91.7% |
| 6M | +116.7% | -20.6% | +137.3% | +132.2% |
| YTD | +9.6% | -27.6% | +37.2% | +20.2% |
| 1Y | -2.5% | -64.3% | +61.8% | +21.8% |
| All | -17.0% | -60.0% | +43.1% | -17.7% |
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 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