-41.5%
DIS vs FISV
-55.8%
+14.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.0% | +3.8% | +0.7% |
| 7D | -1.1% | -1.6% | +0.5% | -0.7% |
| 30D | +0.1% | -3.0% | +3.1% | +0.8% |
| 3M | +7.1% | -3.5% | +10.6% | +7.4% |
| 6M | +4.3% | -19.4% | +23.7% | +9.0% |
| YTD | -6.9% | -24.3% | +17.3% | -1.4% |
| 1Y | -10.3% | -62.4% | +52.1% | +9.6% |
| 3Y | +32.8% | -58.2% | +91.0% | +37.6% |
| 5Y | -41.5% | -56.5% | +15.1% | -43.1% |
| All | -41.5% | -55.8% | +14.3% | -43.1% |
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