+58.3%
DIA vs FISV
-60.0%
+118.4%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | -0.3% |
| 7D | -1.2% | -6.4% | +5.2% | -0.6% |
| 30D | -2.7% | -6.8% | +4.1% | -2.0% |
| 3M | +3.3% | -10.0% | +13.2% | +4.1% |
| 6M | +10.4% | -20.6% | +31.1% | +12.6% |
| YTD | +10.0% | -27.6% | +37.6% | +13.1% |
| 1Y | +16.2% | -64.3% | +80.5% | +27.2% |
| All | +58.3% | -60.0% | +118.4% | +55.1% |
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