-62.0%
FISV vs DOV
+8.6%
-70.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.9% | +4.5% | +5.4% |
| 7D | -2.7% | -2.0% | -0.7% | -2.6% |
| 30D | 0.0% | -8.9% | +8.9% | +0.2% |
| 3M | -2.8% | -13.3% | +10.5% | -2.7% |
| 6M | -11.8% | -9.7% | -2.2% | -13.0% |
| YTD | -23.2% | -2.5% | -20.8% | -25.4% |
| 1Y | -62.0% | +7.2% | -69.2% | -63.1% |
| All | -62.0% | +8.6% | -70.6% | -63.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling