+143.3%
DELL vs FISV
-4.0%
+147.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +6.2% | -15.1% | -8.7% |
| 7D | -24.6% | +29.6% | -54.2% | -24.8% |
| 30D | -32.5% | +34.5% | -67.0% | -32.9% |
| 3M | -20.2% | +11.2% | -31.4% | -19.6% |
| 6M | +76.5% | -1.2% | +77.7% | +86.7% |
| YTD | +198.9% | -7.6% | +206.5% | +210.8% |
| 1Y | +143.3% | -3.7% | +147.1% | +150.6% |
| All | +143.3% | -4.0% | +147.3% | +150.6% |
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