-59.8%
FISV vs DOW
-34.9%
-24.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | -7.2% | -2.4% | -4.8% | -6.8% |
| 30D | -7.2% | -4.1% | -3.1% | -6.6% |
| 3M | -8.2% | -12.4% | +4.3% | -6.3% |
| 6M | -17.7% | -10.6% | -7.1% | -17.4% |
| YTD | -27.2% | +31.1% | -58.2% | -33.6% |
| 1Y | -63.0% | +30.5% | -93.5% | -66.1% |
| All | -59.8% | -34.9% | -24.9% | -58.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling