+4,404.4%
DELL vs FISV
+3.1%
+4,401.3%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.4% | +6.6% | +10.1% |
| 7D | +8.2% | -2.7% | +10.9% | +9.2% |
| 30D | +17.1% | 0.0% | +17.0% | +17.0% |
| 3M | +45.2% | -2.8% | +47.9% | +44.1% |
| 6M | +286.8% | -11.8% | +298.6% | +296.4% |
| YTD | +354.8% | -23.2% | +378.0% | +390.0% |
| 1Y | +358.3% | -62.0% | +420.2% | +507.2% |
| 3Y | +724.9% | -57.6% | +782.5% | +863.3% |
| 5Y | +1,193.7% | -53.4% | +1,247.1% | +1,300.6% |
| All | +4,404.4% | +3.1% | +4,401.3% | +3,065.0% |
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 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