-55.9%
ADBE vs FISV
-59.8%
+3.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.6% | -2.9% | -2.5% |
| 7D | -12.9% | -7.2% | -5.7% | -11.2% |
| 30D | -5.6% | -7.2% | +1.5% | -3.7% |
| 3M | +6.6% | -8.2% | +14.8% | +8.8% |
| 6M | -9.6% | -17.7% | +8.1% | -5.4% |
| YTD | -28.9% | -27.2% | -1.7% | -23.8% |
| 1Y | -28.9% | -63.0% | +34.0% | -15.6% |
| All | -55.9% | -59.8% | +3.9% | -55.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling