-62.0%
FISV vs DHI
-21.2%
-40.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -12.6% |
| YTD | -23.2% | -3.4% | -19.8% | -25.6% |
| 1Y | -62.0% | -22.9% | -39.1% | -59.5% |
| All | -62.0% | -21.2% | -40.8% | -59.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling