+2,478.4%
FISV vs AEIS
+2,566.8%
-88.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.4% | -1.9% | +0.1% |
| 7D | -0.3% | +3.0% | -3.3% | -0.8% |
| 30D | -2.1% | -14.6% | +12.6% | +0.1% |
| 3M | -5.7% | -12.4% | +6.7% | -5.6% |
| 6M | -15.3% | -15.0% | -0.4% | -15.6% |
| YTD | -21.1% | +34.3% | -55.4% | -27.6% |
| 1Y | -61.1% | +87.4% | -148.4% | -66.6% |
| 3Y | -56.8% | +139.8% | -196.6% | -65.4% |
| 5Y | -54.2% | +220.7% | -274.9% | -65.5% |
| 10Y | +1.6% | +531.6% | -530.0% | -34.8% |
| All | +2,478.4% | +2,566.8% | -88.4% | +945.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling