+319.1%
DELL vs FISV
-61.2%
+380.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +1.0% | +1.5% |
| 7D | +14.9% | -0.3% | +15.2% | +14.9% |
| 30D | +13.3% | -2.1% | +15.3% | +13.3% |
| 3M | +24.4% | -5.7% | +30.1% | +25.2% |
| 6M | +258.0% | -15.3% | +273.3% | +262.7% |
| YTD | +320.2% | -21.1% | +341.3% | +325.1% |
| 1Y | +319.1% | -61.1% | +380.1% | +308.1% |
| All | +319.1% | -61.2% | +380.3% | +308.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling