+2,946.8%
FISV vs DRI
+8,033.5%
-5,086.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.6% |
| 7D | -2.0% | -0.3% | -1.6% | -1.9% |
| 30D | +31.8% | +10.8% | +21.0% | +27.9% |
| 3M | +19.3% | +0.9% | +18.4% | +18.7% |
| 6M | +12.1% | +16.3% | -4.3% | +6.7% |
| YTD | -8.4% | +27.8% | -36.2% | -15.5% |
| 1Y | -4.5% | +33.9% | -38.3% | -13.1% |
| 3Y | -49.4% | +67.2% | -116.6% | -57.5% |
| 5Y | -39.0% | +79.0% | -118.0% | -50.4% |
| 10Y | +22.3% | +332.2% | -309.8% | -29.1% |
| All | +2,946.8% | +8,033.5% | -5,086.7% | +697.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling