-56.5%
FISV vs AVAV
+44.7%
-101.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.9% | -6.9% | -4.3% |
| 7D | -1.6% | +3.2% | -4.8% | -1.9% |
| 30D | -3.0% | -20.3% | +17.4% | -1.0% |
| 3M | -3.5% | -19.4% | +15.9% | -2.3% |
| 6M | -19.4% | -35.3% | +15.9% | -17.0% |
| YTD | -24.3% | -38.5% | +14.2% | -22.3% |
| 1Y | -62.4% | -37.2% | -25.2% | -61.7% |
| 3Y | -58.2% | +31.1% | -89.3% | -62.7% |
| 5Y | -56.5% | +41.0% | -97.6% | -62.9% |
| All | -56.5% | +44.7% | -101.2% | -62.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling