+10,209.8%
FISV vs DINO
+19,981.2%
-9,771.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.2% | -4.3% |
| 7D | -6.4% | +2.0% | -8.4% | -6.7% |
| 30D | -6.8% | +27.7% | -34.5% | -10.5% |
| 3M | -10.0% | +56.3% | -66.2% | -16.4% |
| 6M | -20.6% | +107.6% | -128.2% | -29.9% |
| YTD | -27.6% | +140.2% | -167.7% | -37.7% |
| 1Y | -64.3% | +113.0% | -177.3% | -68.9% |
| 3Y | -60.0% | +100.1% | -160.1% | -65.3% |
| 5Y | -57.7% | +328.7% | -386.4% | -68.4% |
| 10Y | -3.0% | +489.2% | -492.1% | -35.8% |
| All | +10,209.8% | +19,981.2% | -9,771.3% | +4,520.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling