+740.1%
TEAM vs FISV
+8.2%
+731.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.0% | -2.9% | -4.9% |
| 7D | -5.7% | -1.6% | -4.1% | -4.8% |
| 30D | +18.3% | -3.0% | +21.3% | +20.3% |
| 3M | +80.2% | -3.5% | +83.8% | +82.5% |
| 6M | +111.0% | -19.4% | +130.4% | +134.2% |
| YTD | +8.8% | -24.3% | +33.1% | +24.5% |
| 1Y | +2.2% | -62.4% | +64.5% | +50.7% |
| 3Y | -14.6% | -58.2% | +43.6% | +8.9% |
| 5Y | -53.8% | -56.5% | +2.7% | -43.3% |
| 10Y | +475.2% | -0.5% | +475.8% | +267.2% |
| All | +740.1% | +8.2% | +731.9% | +404.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling