-36.2%
FISV vs DAL
+114.7%
-150.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.3% | -4.3% | -0.3% |
| 7D | +22.3% | +10.0% | +12.3% | +19.4% |
| 30D | +39.2% | +12.0% | +27.2% | +35.2% |
| 3M | +21.2% | +0.8% | +20.4% | +20.6% |
| 6M | +14.5% | +26.2% | -11.7% | +7.4% |
| YTD | -5.4% | +33.7% | -39.1% | -13.2% |
| 1Y | -0.3% | +57.6% | -57.9% | -12.3% |
| 3Y | -46.8% | +183.5% | -230.3% | -62.8% |
| 5Y | -36.2% | +114.2% | -150.4% | -52.9% |
| All | -36.2% | +114.7% | -150.9% | -52.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling