+8.3%
DIS vs FISV
-4.0%
+12.3%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +6.2% | -2.1% | +2.8% |
| 7D | +9.1% | +29.6% | -20.6% | +2.9% |
| 30D | +14.8% | +34.5% | -19.7% | +7.4% |
| 3M | +21.2% | +11.2% | +9.9% | +17.9% |
| 6M | +18.3% | -1.2% | +19.5% | +19.1% |
| YTD | +5.4% | -7.6% | +13.0% | +7.4% |
| 1Y | +8.3% | -3.7% | +12.0% | +8.8% |
| All | +8.3% | -4.0% | +12.3% | +8.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling