+6,432.7%
TRV vs FISV
+10,091.3%
-3,658.7%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.3% | +4.7% | +1.5% |
| 7D | +0.2% | -6.4% | +6.6% | +1.9% |
| 30D | -2.3% | -6.8% | +4.5% | -0.7% |
| 3M | +22.7% | -10.0% | +32.6% | +25.3% |
| 6M | +21.9% | -20.6% | +42.6% | +28.2% |
| YTD | +27.5% | -27.6% | +55.0% | +36.7% |
| 1Y | +36.2% | -64.3% | +100.6% | +69.2% |
| 3Y | +140.6% | -60.0% | +200.6% | +181.7% |
| 5Y | +154.5% | -57.7% | +212.2% | +187.7% |
| 10Y | +295.4% | -3.0% | +298.4% | +255.9% |
| All | +6,432.7% | +10,091.3% | -3,658.7% | +2,811.1% |
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 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