+79.3%
ADI vs FISV
-4.0%
+83.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.2% | -9.5% | -2.6% |
| 7D | -5.1% | +29.6% | -34.8% | -2.4% |
| 30D | -3.1% | +34.5% | -37.6% | 0.0% |
| 3M | +7.1% | +11.2% | -4.1% | +8.8% |
| 6M | +2.9% | -1.2% | +4.1% | +8.3% |
| YTD | +51.1% | -7.6% | +58.8% | +62.2% |
| 1Y | +79.3% | -3.7% | +83.0% | +89.6% |
| All | +79.3% | -4.0% | +83.3% | +89.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling