-53.2%
TEAM vs FISV
-57.9%
+4.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.3% | +5.1% | +2.8% |
| 7D | -4.7% | -6.4% | +1.7% | -1.6% |
| 30D | +17.0% | -6.8% | +23.9% | +21.1% |
| 3M | +85.9% | -10.0% | +95.9% | +94.3% |
| 6M | +116.7% | -20.6% | +137.3% | +140.6% |
| YTD | +9.6% | -27.6% | +37.2% | +26.8% |
| 1Y | -2.5% | -64.3% | +61.8% | +43.9% |
| 3Y | -14.0% | -60.0% | +46.0% | -3.8% |
| All | -53.2% | -57.9% | +4.7% | -57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling