+13,416.2%
FISV vs ADM
+1,630.9%
+11,785.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.7% | +1.0% | +3.0% |
| 7D | +1.4% | +4.2% | -2.8% | +0.4% |
| 30D | +38.4% | -12.8% | +51.3% | +43.1% |
| 3M | +14.9% | -8.5% | +23.4% | +17.0% |
| 6M | +21.8% | -10.9% | +32.7% | +24.5% |
| YTD | -5.0% | +29.4% | -34.5% | -12.7% |
| 1Y | -1.2% | +27.5% | -28.7% | -8.9% |
| 3Y | -47.5% | +10.3% | -57.9% | -51.0% |
| 5Y | -36.7% | +27.4% | -64.1% | -44.0% |
| 10Y | +26.9% | +134.6% | -107.7% | -5.8% |
| All | +13,416.2% | +1,630.9% | +11,785.3% | +6,278.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling