+2.0%
FISV vs DHI
+414.5%
-412.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.7% | +3.7% | +4.9% |
| 7D | -2.7% | -3.4% | +0.7% | -1.7% |
| 30D | 0.0% | -5.4% | +5.5% | +1.7% |
| 3M | -2.8% | -10.4% | +7.7% | +0.1% |
| 6M | -11.8% | -2.8% | -9.1% | -11.9% |
| YTD | -23.2% | -3.4% | -19.8% | -23.5% |
| 1Y | -62.0% | -22.9% | -39.1% | -59.3% |
| 3Y | -57.6% | +20.7% | -78.3% | -62.1% |
| 5Y | -53.4% | +62.1% | -115.5% | -63.4% |
| All | +2.0% | +414.5% | -412.5% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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