-57.6%
FISV vs DKS
+29.1%
-86.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.0% | +5.1% |
| 7D | -2.7% | -3.0% | +0.3% | -2.1% |
| 30D | 0.0% | -33.4% | +33.4% | +7.4% |
| 3M | -2.8% | -39.4% | +36.6% | +6.5% |
| 6M | -11.8% | -30.1% | +18.3% | -7.2% |
| YTD | -23.2% | -31.0% | +7.8% | -19.1% |
| 1Y | -62.0% | -40.2% | -21.8% | -58.5% |
| 3Y | -57.6% | +30.9% | -88.6% | -61.6% |
| All | -57.6% | +29.1% | -86.7% | -61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling