-47.5%
FISV vs DAR
+33.7%
-81.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.1% | +2.6% | +3.6% |
| 7D | +1.4% | +11.6% | -10.1% | +0.4% |
| 30D | +38.4% | -10.2% | +48.7% | +39.9% |
| 3M | +14.9% | -14.8% | +29.8% | +16.6% |
| 6M | +21.8% | -10.1% | +31.9% | +22.5% |
| YTD | -5.0% | +55.5% | -60.6% | -11.8% |
| 1Y | -1.2% | +61.7% | -62.8% | -8.8% |
| 3Y | -47.5% | +37.2% | -84.7% | -51.1% |
| All | -47.5% | +33.7% | -81.2% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 3y: compounded portfolio wealth divided by compounded DAR 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…
3y analysis · Full analysis span regression · 6 months rolling