+54,149.7%
DHR vs FISV
+10,091.3%
+44,058.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.3% | +4.2% | +0.9% |
| 7D | -2.4% | -6.4% | +4.0% | -0.8% |
| 30D | -2.2% | -6.8% | +4.7% | -0.5% |
| 3M | +9.0% | -10.0% | +18.9% | +11.3% |
| 6M | +3.5% | -20.6% | +24.1% | +8.9% |
| YTD | -10.1% | -27.6% | +17.4% | -3.5% |
| 1Y | +6.2% | -64.3% | +70.5% | +31.3% |
| 3Y | -5.4% | -60.0% | +54.6% | +10.7% |
| 5Y | -27.9% | -57.7% | +29.8% | -17.9% |
| 10Y | +215.7% | -3.0% | +218.7% | +184.2% |
| All | +54,149.7% | +10,091.3% | +44,058.4% | +22,059.7% |
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 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