+27.1%
FISV vs DAL
+124.5%
-97.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.2% |
| 7D | +3.0% | +2.3% | +0.7% | +2.3% |
| 30D | +38.8% | +14.3% | +24.4% | +33.8% |
| 3M | +21.2% | +1.3% | +19.9% | +20.5% |
| 6M | +17.5% | +29.3% | -11.8% | +9.0% |
| YTD | -4.9% | +33.0% | -37.9% | -13.1% |
| 1Y | -0.6% | +59.8% | -60.4% | -13.6% |
| 3Y | -47.4% | +177.2% | -224.6% | -62.7% |
| 5Y | -36.0% | +118.4% | -154.4% | -52.9% |
| 10Y | +27.1% | +121.4% | -94.3% | -12.6% |
| All | +27.1% | +124.5% | -97.3% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 10y: compounded portfolio wealth divided by compounded DAL 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…
10y analysis · Full analysis span regression · 6 months rolling