+1,233.6%
FISV vs AEE
+818.5%
+415.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.1% |
| 7D | -6.4% | +1.1% | -7.5% | -6.9% |
| 30D | -6.8% | 0.0% | -6.8% | -6.9% |
| 3M | -10.0% | -0.9% | -9.0% | -9.8% |
| 6M | -20.6% | -2.4% | -18.2% | -20.2% |
| YTD | -27.6% | +8.6% | -36.2% | -31.3% |
| 1Y | -64.3% | +10.2% | -74.5% | -66.3% |
| 3Y | -60.0% | +47.8% | -107.8% | -67.9% |
| 5Y | -57.7% | +40.1% | -97.8% | -65.5% |
| 10Y | -3.0% | +195.0% | -198.0% | -47.2% |
| All | +1,233.6% | +818.5% | +415.1% | +273.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 all: compounded portfolio wealth divided by compounded AEE 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…
all analysis · Full analysis span regression · 6 months rolling