+151.4%
ADBE vs FISV
+3.1%
+148.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.4% | -4.0% | -1.2% |
| 7D | -5.4% | -2.7% | -2.7% | -4.2% |
| 30D | -2.5% | 0.0% | -2.6% | -2.7% |
| 3M | +15.3% | -2.8% | +18.1% | +16.1% |
| 6M | -7.8% | -11.8% | +4.0% | -3.1% |
| YTD | -27.9% | -23.2% | -4.7% | -19.5% |
| 1Y | -28.0% | -62.0% | +33.9% | +3.7% |
| 3Y | -55.3% | -57.6% | +2.3% | -45.8% |
| 5Y | -61.7% | -53.4% | -8.3% | -57.3% |
| All | +151.4% | +3.1% | +148.3% | +51.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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