+555.4%
FISV vs AGI
+5,453.2%
-4,897.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.7% | -4.4% |
| 7D | -6.4% | +2.2% | -8.6% | -6.5% |
| 30D | -6.8% | +11.3% | -18.1% | -7.1% |
| 3M | -10.0% | +5.6% | -15.6% | -10.2% |
| 6M | -20.6% | -27.7% | +7.0% | -20.1% |
| YTD | -27.6% | -4.1% | -23.5% | -27.7% |
| 1Y | -64.3% | +13.8% | -78.1% | -64.6% |
| 3Y | -60.0% | +217.0% | -277.0% | -61.6% |
| 5Y | -57.7% | +404.3% | -462.0% | -60.0% |
| 10Y | -3.0% | +400.5% | -403.5% | -9.1% |
| All | +555.4% | +5,453.2% | -4,897.7% | +507.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling