-3.7%
FISV vs DKS
-29.5%
+25.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +7.7% | -1.5% | +5.0% |
| 7D | +29.6% | +8.4% | +21.2% | +27.8% |
| 30D | +34.5% | +7.7% | +26.8% | +32.8% |
| 3M | +11.2% | -25.8% | +37.0% | +15.4% |
| 6M | -1.2% | -31.0% | +29.8% | +3.5% |
| YTD | -7.6% | -23.8% | +16.2% | -7.4% |
| 1Y | -3.7% | -29.8% | +26.1% | -0.9% |
| All | -3.7% | -29.5% | +25.8% | -0.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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