-62.0%
FISV vs DINO
+116.3%
-178.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.3% | +5.4% |
| 7D | -2.7% | +2.3% | -5.0% | -2.7% |
| 30D | 0.0% | +22.6% | -22.6% | -0.4% |
| 3M | -2.8% | +55.2% | -58.0% | -3.0% |
| 6M | -11.8% | +93.8% | -105.6% | -11.1% |
| YTD | -23.2% | +139.5% | -162.7% | -19.7% |
| 1Y | -62.0% | +115.3% | -177.3% | -61.4% |
| All | -62.0% | +116.3% | -178.3% | -61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 DINO 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