-3.7%
FISV vs ADM
+29.8%
-33.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.9% | +6.3% |
| 7D | +29.6% | -8.3% | +37.9% | +28.3% |
| 30D | +34.5% | -14.1% | +48.6% | +32.5% |
| 3M | +11.2% | -10.7% | +22.0% | +10.2% |
| 6M | -1.2% | -5.9% | +4.7% | -1.7% |
| YTD | -7.6% | +25.8% | -33.4% | -9.8% |
| 1Y | -3.7% | +21.3% | -25.0% | -5.7% |
| All | -3.7% | +29.8% | -33.6% | -5.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADM.
Daily Out/Under-Performance
Portfolio return minus ADM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADM 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 ADM 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