-10.0%
DIS vs FISV
-64.1%
+54.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.3% | +3.5% | -0.4% |
| 7D | -3.5% | -6.4% | +2.9% | -2.9% |
| 30D | +1.0% | -6.8% | +7.8% | +1.7% |
| 3M | +5.7% | -10.0% | +15.6% | +6.6% |
| 6M | +3.3% | -20.6% | +23.9% | +5.3% |
| YTD | -7.7% | -27.6% | +19.8% | -5.5% |
| 1Y | -10.0% | -64.3% | +54.4% | -2.9% |
| All | -10.0% | -64.1% | +54.2% | -2.9% |
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