+4,782.6%
DELL vs FISV
-4.4%
+4,787.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.3% | +4.6% | +1.8% |
| 7D | +8.7% | -6.4% | +15.2% | +11.2% |
| 30D | +16.9% | -6.8% | +23.7% | +19.5% |
| 3M | +40.4% | -10.0% | +50.4% | +43.1% |
| 6M | +267.1% | -20.6% | +287.7% | +290.3% |
| YTD | +329.1% | -27.6% | +356.7% | +371.2% |
| 1Y | +346.9% | -64.3% | +411.3% | +504.2% |
| 3Y | +696.6% | -60.0% | +756.6% | +848.0% |
| 5Y | +1,106.2% | -57.7% | +1,163.9% | +1,260.9% |
| 10Y | +4,177.7% | -3.0% | +4,180.7% | +3,080.7% |
| All | +4,782.6% | -4.4% | +4,787.0% | +3,542.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling