-3.7%
FISV vs ADVB
-76.7%
+72.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -4.5% | +10.8% | +6.2% |
| 7D | +29.6% | -29.5% | +59.2% | +29.6% |
| 30D | +34.5% | -66.9% | +101.4% | +34.6% |
| 3M | +11.2% | -73.7% | +85.0% | +11.4% |
| 6M | -1.2% | -64.8% | +63.6% | -1.7% |
| YTD | -7.6% | -64.0% | +56.4% | -6.4% |
| 1Y | -3.7% | -77.0% | +73.2% | -1.8% |
| All | -3.7% | -76.7% | +72.9% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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