-64.3%
FISV vs AVAV
-40.1%
-24.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.4% | +1.0% | -4.0% |
| 7D | -6.4% | -3.2% | -3.2% | -6.2% |
| 30D | -6.8% | -25.6% | +18.7% | -5.0% |
| 3M | -10.0% | -20.2% | +10.3% | -9.0% |
| 6M | -20.6% | -38.1% | +17.4% | -18.9% |
| YTD | -27.6% | -41.8% | +14.2% | -25.8% |
| 1Y | -64.3% | -39.0% | -25.3% | -56.6% |
| All | -64.3% | -40.1% | -24.2% | -56.6% |
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