+37,168.6%
ADI vs FISV
+10,554.3%
+26,614.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.3% | +2.0% |
| 7D | +2.4% | -1.6% | +4.0% | +3.1% |
| 30D | -6.6% | -3.0% | -3.6% | -5.7% |
| 3M | -9.8% | -3.5% | -6.3% | -10.3% |
| 6M | +15.7% | -19.4% | +35.1% | +22.9% |
| YTD | +35.1% | -24.3% | +59.4% | +46.5% |
| 1Y | +47.7% | -62.4% | +110.1% | +102.1% |
| 3Y | +114.5% | -58.2% | +172.6% | +168.8% |
| 5Y | +141.2% | -56.5% | +197.8% | +192.8% |
| 10Y | +611.3% | -0.5% | +611.9% | +486.8% |
| All | +37,168.6% | +10,554.3% | +26,614.3% | +5,863.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling