+572.0%
FISV vs DKS
+6,026.4%
-5,454.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.7% | -5.1% | -4.5% |
| 7D | -6.4% | -2.9% | -3.5% | -5.8% |
| 30D | -6.8% | -37.7% | +30.9% | +2.2% |
| 3M | -10.0% | -38.9% | +29.0% | -0.9% |
| 6M | -20.6% | -31.1% | +10.5% | -15.5% |
| YTD | -27.6% | -31.8% | +4.2% | -22.8% |
| 1Y | -64.3% | -38.0% | -26.3% | -61.1% |
| 3Y | -60.0% | +28.6% | -88.6% | -64.3% |
| 5Y | -57.7% | +12.5% | -70.2% | -62.9% |
| 10Y | -3.0% | +198.3% | -201.3% | -40.9% |
| All | +572.0% | +6,026.4% | -5,454.5% | +78.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling