+2.0%
FISV vs DOV
+300.2%
-298.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +5.0% |
| 7D | -2.7% | -2.0% | -0.7% | -1.7% |
| 30D | 0.0% | -8.9% | +8.9% | +4.7% |
| 3M | -2.8% | -13.3% | +10.5% | +3.4% |
| 6M | -11.8% | -9.7% | -2.2% | -8.9% |
| YTD | -23.2% | -2.5% | -20.8% | -24.1% |
| 1Y | -62.0% | +7.2% | -69.2% | -64.5% |
| 3Y | -57.6% | +39.4% | -97.0% | -66.6% |
| 5Y | -53.4% | +15.8% | -69.2% | -60.1% |
| All | +2.0% | +300.2% | -298.2% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 10y: compounded portfolio wealth divided by compounded DOV 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…
10y analysis · Full analysis span regression · 6 months rolling