+489.1%
DDOG vs FISV
-50.4%
+539.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +5.4% | -5.6% | -2.2% |
| 7D | +3.9% | -2.7% | +6.6% | +4.7% |
| 30D | -8.2% | 0.0% | -8.2% | -8.4% |
| 3M | -5.6% | -2.8% | -2.8% | -5.5% |
| 6M | +73.5% | -11.8% | +85.3% | +80.1% |
| YTD | +62.7% | -23.2% | +85.9% | +77.5% |
| 1Y | +59.0% | -62.0% | +121.0% | +110.5% |
| 3Y | +117.1% | -57.6% | +174.7% | +149.3% |
| 5Y | +61.3% | -53.4% | +114.7% | +72.5% |
| All | +489.1% | -50.4% | +539.5% | +477.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling