+651.5%
ADI vs FISV
+3.1%
+648.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.4% | -0.6% | +2.8% |
| 7D | +4.6% | -2.7% | +7.2% | +5.6% |
| 30D | -1.2% | 0.0% | -1.2% | -1.6% |
| 3M | -7.8% | -2.8% | -5.0% | -8.5% |
| 6M | +19.3% | -11.8% | +31.2% | +21.9% |
| YTD | +40.9% | -23.2% | +64.1% | +51.7% |
| 1Y | +54.5% | -62.0% | +116.5% | +111.8% |
| 3Y | +123.4% | -57.6% | +181.0% | +164.0% |
| 5Y | +142.3% | -53.4% | +195.7% | +162.8% |
| All | +651.5% | +3.1% | +648.4% | +391.4% |
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