-53.1%
FISV vs DLTR
+30.4%
-83.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.4% | +5.8% | +5.5% |
| 7D | -2.7% | -10.1% | +7.4% | -1.1% |
| 30D | 0.0% | -8.1% | +8.2% | +1.3% |
| 3M | -2.8% | +2.9% | -5.6% | -3.2% |
| 6M | -11.8% | +4.3% | -16.2% | -12.8% |
| YTD | -23.2% | -3.9% | -19.3% | -23.3% |
| 1Y | -62.0% | +18.9% | -80.9% | -63.2% |
| 3Y | -57.6% | +1.9% | -59.5% | -58.6% |
| All | -53.1% | +30.4% | -83.5% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 5y: compounded portfolio wealth divided by compounded DLTR 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…
5y analysis · Full analysis span regression · 6 months rolling