+27.4%
FISV vs DRI
+331.7%
-304.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.6% |
| 7D | +1.4% | +1.1% | +0.4% | +1.1% |
| 30D | +38.4% | +9.7% | +28.7% | +34.3% |
| 3M | +14.9% | +3.2% | +11.7% | +13.5% |
| 6M | +21.8% | +20.6% | +1.2% | +13.8% |
| YTD | -5.0% | +28.3% | -33.3% | -13.5% |
| 1Y | -1.2% | +34.5% | -35.7% | -11.5% |
| 3Y | -47.5% | +66.5% | -114.1% | -57.0% |
| 5Y | -36.7% | +79.6% | -116.4% | -50.3% |
| All | +27.4% | +331.7% | -304.3% | -25.8% |
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