+2,374.3%
FISV vs AEIS
+2,641.0%
-266.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.8% | -6.8% | -4.5% |
| 7D | -1.6% | +8.1% | -9.7% | -2.8% |
| 30D | -3.0% | -11.1% | +8.2% | -1.5% |
| 3M | -3.5% | -5.6% | +2.1% | -4.6% |
| 6M | -19.4% | -0.6% | -18.8% | -21.7% |
| YTD | -24.3% | +38.0% | -62.3% | -30.9% |
| 1Y | -62.4% | +87.2% | -149.6% | -67.7% |
| 3Y | -58.2% | +179.7% | -237.9% | -67.3% |
| 5Y | -56.5% | +241.7% | -298.3% | -67.6% |
| 10Y | -0.5% | +547.2% | -547.7% | -36.5% |
| All | +2,374.3% | +2,641.0% | -266.8% | +899.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded AEIS 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling