+580.1%
FISV vs DPZ
+5,324.1%
-4,744.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DPZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.4% | -5.2% | -4.1% |
| 7D | -2.0% | -2.5% | +0.5% | -1.4% |
| 30D | +31.8% | +12.5% | +19.3% | +28.1% |
| 3M | +19.3% | -5.2% | +24.5% | +20.7% |
| 6M | +12.1% | +8.8% | +3.3% | +9.7% |
| YTD | -8.4% | -18.7% | +10.2% | -4.4% |
| 1Y | -4.5% | -15.7% | +11.2% | -1.1% |
| 3Y | -49.4% | -7.5% | -41.9% | -49.3% |
| 5Y | -39.0% | -30.1% | -8.9% | -35.9% |
| 10Y | +22.3% | +135.3% | -112.9% | -8.9% |
| All | +580.1% | +5,324.1% | -4,744.0% | +115.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DPZ.
Daily Out/Under-Performance
Portfolio return minus DPZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DPZ 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 DPZ 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