+10,678.2%
FISV vs DOV
+6,035.5%
+4,642.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.5% |
| 7D | -1.6% | +2.5% | -4.1% | -2.7% |
| 30D | -3.0% | -7.5% | +4.6% | +0.5% |
| 3M | -3.5% | -9.7% | +6.2% | +0.2% |
| 6M | -19.4% | -6.1% | -13.3% | -18.3% |
| YTD | -24.3% | +0.5% | -24.8% | -25.8% |
| 1Y | -62.4% | +10.5% | -72.9% | -64.9% |
| 3Y | -58.2% | +41.7% | -99.9% | -65.8% |
| 5Y | -56.5% | +18.4% | -75.0% | -61.8% |
| 10Y | -0.5% | +289.8% | -290.3% | -50.1% |
| All | +10,678.2% | +6,035.5% | +4,642.7% | +1,853.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling