-3.7%
FISV vs AGG
-0.5%
-3.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.5% | +5.8% | +5.7% |
| 7D | +29.6% | +0.5% | +29.1% | +28.8% |
| 30D | +34.5% | +2.4% | +32.1% | +31.2% |
| 3M | +11.2% | -1.0% | +12.2% | +11.8% |
| 6M | -1.2% | -0.9% | -0.3% | -1.0% |
| YTD | -7.6% | -0.9% | -6.7% | -7.6% |
| 1Y | -3.7% | -0.5% | -3.2% | -3.1% |
| All | -3.7% | -0.5% | -3.2% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 1y: compounded portfolio wealth divided by compounded AGG 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…
1y analysis · Full analysis span regression · 6 months rolling