-37.4%
FISV vs DECK
+20.9%
-58.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.7% | +1.0% | +3.1% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +38.4% | +4.8% | +33.6% | +37.0% |
| 3M | +14.9% | -6.9% | +21.9% | +16.5% |
| 6M | +21.8% | -7.6% | +29.4% | +23.5% |
| YTD | -5.0% | -16.3% | +11.2% | -2.5% |
| 1Y | -1.2% | +4.5% | -5.6% | -3.0% |
| 3Y | -47.5% | -17.1% | -30.4% | -49.6% |
| All | -37.4% | +20.9% | -58.2% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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