-3.7%
FISV vs AVAV
-68.0%
+64.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -8.3% | +14.6% | +6.8% |
| 7D | +29.6% | -10.1% | +39.7% | +30.3% |
| 30D | +34.5% | -18.7% | +53.2% | +36.2% |
| 3M | +11.2% | -33.0% | +44.2% | +14.2% |
| 6M | -1.2% | -37.2% | +36.0% | +1.4% |
| YTD | -7.6% | -53.2% | +45.6% | -3.4% |
| 1Y | -3.7% | -69.0% | +65.3% | +8.0% |
| All | -3.7% | -68.0% | +64.3% | +8.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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