-57.6%
FISV vs AGI
+206.1%
-263.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.7% | +4.7% | +5.4% |
| 7D | -2.7% | -2.7% | +0.1% | -2.6% |
| 30D | 0.0% | +7.2% | -7.2% | 0.0% |
| 3M | -2.8% | +4.3% | -7.0% | -2.7% |
| 6M | -11.8% | -27.1% | +15.3% | -10.8% |
| YTD | -23.2% | -6.6% | -16.6% | -23.2% |
| 1Y | -62.0% | +9.5% | -71.5% | -62.4% |
| 3Y | -57.6% | +208.4% | -266.1% | -61.9% |
| All | -57.6% | +206.1% | -263.7% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 3y: compounded portfolio wealth divided by compounded AGI 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…
3y analysis · Full analysis span regression · 6 months rolling