+380.9%
FISV vs DAL
+393.7%
-12.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +5.3% | -4.3% | -0.1% |
| 7D | +22.3% | +10.0% | +12.3% | +19.9% |
| 30D | +39.2% | +12.0% | +27.2% | +35.8% |
| 3M | +21.2% | +0.8% | +20.4% | +20.8% |
| 6M | +14.5% | +26.2% | -11.7% | +8.5% |
| YTD | -5.4% | +33.7% | -39.1% | -11.9% |
| 1Y | -0.3% | +57.6% | -57.9% | -10.3% |
| 3Y | -46.8% | +183.5% | -230.3% | -59.0% |
| 5Y | -36.2% | +114.2% | -150.4% | -48.9% |
| 10Y | +26.4% | +128.1% | -101.7% | -6.0% |
| All | +380.9% | +393.7% | -12.7% | +159.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling