-55.8%
FISV vs AEIS
+219.6%
-275.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | +1.0% |
| 7D | -7.2% | -0.2% | -7.0% | -7.2% |
| 30D | -7.2% | -16.4% | +9.2% | -5.6% |
| 3M | -8.2% | -11.1% | +3.0% | -8.7% |
| 6M | -17.7% | -12.0% | -5.7% | -18.8% |
| YTD | -27.2% | +30.9% | -58.0% | -33.9% |
| 1Y | -63.0% | +74.3% | -137.3% | -68.9% |
| 3Y | -59.8% | +165.2% | -224.9% | -71.0% |
| 5Y | -55.8% | +220.0% | -275.8% | -71.5% |
| All | -55.8% | +219.6% | -275.3% | -71.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling