+2.8%
DIS vs FISV
-4.2%
+7.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.6% | -0.4% |
| 7D | +0.9% | -2.0% | +2.8% | +1.3% |
| 30D | +8.9% | +31.8% | -22.9% | +2.3% |
| 3M | +14.5% | +19.3% | -4.7% | +9.8% |
| 6M | +12.2% | +12.1% | +0.2% | +8.6% |
| YTD | +4.7% | -8.4% | +13.2% | +7.0% |
| 1Y | +2.8% | -4.5% | +7.3% | +3.2% |
| All | +2.8% | -4.2% | +7.0% | +3.2% |
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 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