-62.4%
FISV vs ADVB
+10.9%
-73.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.8% | -0.2% | -4.1% |
| 7D | -1.6% | -14.0% | +12.4% | -1.7% |
| 30D | -3.0% | +41.0% | -43.9% | -2.6% |
| 3M | -3.5% | +127.9% | -131.4% | -1.4% |
| 6M | -19.4% | +101.3% | -120.7% | -17.2% |
| YTD | -24.3% | +53.8% | -78.0% | -22.8% |
| 1Y | -62.4% | +4.4% | -66.8% | -63.1% |
| All | -62.4% | +10.9% | -73.2% | -63.1% |
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