-61.1%
FISV vs AJG
-12.9%
-48.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AJG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.3% |
| 7D | -0.3% | -1.8% | +1.5% | +0.6% |
| 30D | -2.1% | +4.6% | -6.7% | -4.6% |
| 3M | -5.7% | +24.9% | -30.7% | -16.8% |
| 6M | -15.3% | +17.2% | -32.5% | -23.3% |
| YTD | -21.1% | +2.2% | -23.3% | -23.8% |
| 1Y | -61.1% | -11.5% | -49.6% | -58.3% |
| All | -61.1% | -12.9% | -48.2% | -58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AJG.
Daily Out/Under-Performance
Portfolio return minus AJG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AJG 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 AJG 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