-55.8%
FISV vs DOW
-36.0%
-19.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.2% | +0.4% |
| 7D | -7.2% | -2.4% | -4.8% | -6.7% |
| 30D | -7.2% | -4.1% | -3.1% | -6.4% |
| 3M | -8.2% | -12.4% | +4.3% | -5.6% |
| 6M | -17.7% | -10.6% | -7.1% | -17.1% |
| YTD | -27.2% | +31.1% | -58.2% | -35.0% |
| 1Y | -63.0% | +30.5% | -93.5% | -66.9% |
| 3Y | -59.8% | -34.4% | -25.4% | -56.0% |
| 5Y | -55.8% | -35.5% | -20.3% | -51.9% |
| All | -55.8% | -36.0% | -19.8% | -51.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling