+724.9%
DELL vs FISV
-57.6%
+782.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.4% | +6.6% | +11.2% |
| 7D | +8.2% | -2.7% | +10.9% | +8.6% |
| 30D | +17.1% | 0.0% | +17.0% | +17.1% |
| 3M | +45.2% | -2.8% | +47.9% | +44.9% |
| 6M | +286.8% | -11.8% | +298.6% | +291.8% |
| YTD | +354.8% | -23.2% | +378.0% | +369.9% |
| 1Y | +358.3% | -62.0% | +420.2% | +416.9% |
| 3Y | +724.9% | -57.6% | +782.5% | +711.7% |
| All | +724.9% | -57.6% | +782.5% | +711.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling