-3.3%
FISV vs DRI
+348.7%
-352.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.9% |
| 7D | -7.2% | -4.8% | -2.4% | -5.6% |
| 30D | -7.2% | -5.2% | -2.0% | -5.7% |
| 3M | -8.2% | +2.7% | -10.9% | -9.3% |
| 6M | -17.7% | +3.6% | -21.3% | -19.1% |
| YTD | -27.2% | +15.4% | -42.6% | -31.1% |
| 1Y | -63.0% | +1.3% | -64.2% | -63.6% |
| 3Y | -59.8% | +53.1% | -112.9% | -66.0% |
| 5Y | -55.8% | +64.6% | -120.3% | -64.2% |
| All | -3.3% | +348.7% | -352.0% | -44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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