+63.8%
DIA vs FISV
-57.7%
+121.5%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.6% | -1.2% | -0.7% |
| 7D | -3.0% | -7.2% | +4.2% | -1.8% |
| 30D | -3.0% | -7.2% | +4.2% | -1.9% |
| 3M | +4.5% | -8.2% | +12.7% | +5.5% |
| 6M | +9.8% | -17.7% | +27.5% | +12.7% |
| YTD | +9.3% | -27.2% | +36.4% | +14.4% |
| 1Y | +16.0% | -63.0% | +78.9% | +33.7% |
| 3Y | +57.7% | -59.8% | +117.5% | +65.4% |
| 5Y | +63.8% | -55.8% | +119.6% | +60.2% |
| All | +63.8% | -57.7% | +121.5% | +60.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling