-1.2%
FISV vs ADM
+29.6%
-30.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.7% | +1.0% | +4.2% |
| 7D | +1.4% | +4.2% | -2.8% | +2.1% |
| 30D | +38.4% | -12.8% | +51.3% | +36.7% |
| 3M | +14.9% | -8.5% | +23.4% | +14.2% |
| 6M | +21.8% | -10.9% | +32.7% | +20.4% |
| YTD | -5.0% | +29.4% | -34.5% | -6.6% |
| 1Y | -1.2% | +27.5% | -28.7% | -2.2% |
| All | -1.2% | +29.6% | -30.8% | -2.2% |
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