-39.3%
FISV vs DOW
-15.4%
-23.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.5% | -4.2% |
| 7D | -1.6% | -2.9% | +1.4% | -0.8% |
| 30D | -3.0% | +2.0% | -4.9% | -3.8% |
| 3M | -3.5% | -12.5% | +9.0% | -0.1% |
| 6M | -19.4% | -9.2% | -10.2% | -19.0% |
| YTD | -24.3% | +30.8% | -55.1% | -33.2% |
| 1Y | -62.4% | +29.4% | -91.8% | -66.7% |
| 3Y | -58.2% | -34.6% | -23.6% | -54.6% |
| 5Y | -56.5% | -35.9% | -20.6% | -53.1% |
| All | -39.3% | -15.4% | -23.8% | -51.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling