+1,129.1%
DIA vs FISV
+1,313.3%
-184.2%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.7% |
| 7D | -0.2% | -0.3% | +0.2% | -0.1% |
| 30D | -1.5% | -2.1% | +0.5% | -1.1% |
| 3M | +3.8% | -5.7% | +9.5% | +4.8% |
| 6M | +10.3% | -15.3% | +25.6% | +14.4% |
| YTD | +12.1% | -21.1% | +33.2% | +18.4% |
| 1Y | +18.6% | -61.1% | +79.7% | +48.1% |
| 3Y | +60.6% | -56.8% | +117.5% | +87.4% |
| 5Y | +64.4% | -54.2% | +118.6% | +84.7% |
| 10Y | +250.1% | +1.6% | +248.5% | +200.3% |
| All | +1,129.1% | +1,313.3% | -184.2% | +389.4% |
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