+14,183.4%
TER vs FISV
+11,002.6%
+3,180.8%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +5.3% |
| 7D | +0.6% | -0.3% | +1.0% | +0.8% |
| 30D | -8.3% | -2.1% | -6.2% | -7.8% |
| 3M | -12.2% | -5.7% | -6.5% | -12.5% |
| 6M | +17.1% | -15.3% | +32.4% | +20.3% |
| YTD | +84.7% | -21.1% | +105.8% | +93.2% |
| 1Y | +199.9% | -61.1% | +261.0% | +287.1% |
| 3Y | +232.8% | -56.8% | +289.6% | +289.2% |
| 5Y | +198.6% | -54.2% | +252.8% | +233.8% |
| 10Y | +1,669.7% | +1.6% | +1,668.2% | +1,207.4% |
| All | +14,183.4% | +11,002.6% | +3,180.8% | +2,461.0% |
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