-38.4%
FISV vs DOW
-17.0%
-21.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -2.1% | +7.5% | +6.0% |
| 7D | -2.7% | -1.4% | -1.3% | -2.3% |
| 30D | 0.0% | -3.9% | +4.0% | +1.0% |
| 3M | -2.8% | -12.7% | +9.9% | +0.7% |
| 6M | -11.8% | -13.7% | +1.9% | -9.9% |
| YTD | -23.2% | +28.4% | -51.6% | -31.9% |
| 1Y | -62.0% | +21.8% | -83.7% | -65.7% |
| 3Y | -57.6% | -35.7% | -21.9% | -53.7% |
| 5Y | -53.4% | -36.8% | -16.6% | -49.5% |
| All | -38.4% | -17.0% | -21.4% | -50.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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