-60.9%
ADBE vs FISV
-53.5%
-7.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.4% | -4.0% | -0.6% |
| 7D | -5.4% | -2.7% | -2.7% | -4.5% |
| 30D | -2.5% | 0.0% | -2.6% | -2.6% |
| 3M | +15.3% | -2.8% | +18.1% | +16.0% |
| 6M | -7.8% | -11.8% | +4.0% | -4.2% |
| YTD | -27.9% | -23.2% | -4.7% | -21.7% |
| 1Y | -28.0% | -62.0% | +33.9% | -5.9% |
| 3Y | -55.3% | -57.6% | +2.3% | -52.3% |
| All | -60.9% | -53.5% | -7.4% | -63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling