+2.0%
FISV vs AON
+204.8%
-202.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.7% | +7.1% | +6.3% |
| 7D | -2.7% | -6.3% | +3.6% | +0.7% |
| 30D | 0.0% | -14.1% | +14.1% | +8.0% |
| 3M | -2.8% | -9.5% | +6.7% | +2.1% |
| 6M | -11.8% | -4.0% | -7.8% | -10.3% |
| YTD | -23.2% | -13.8% | -9.4% | -17.7% |
| 1Y | -62.0% | -18.3% | -43.7% | -58.0% |
| 3Y | -57.6% | -7.2% | -50.4% | -56.9% |
| 5Y | -53.4% | +7.3% | -60.7% | -57.1% |
| All | +2.0% | +204.8% | -202.8% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 10y: compounded portfolio wealth divided by compounded AON 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…
10y analysis · Full analysis span regression · 6 months rolling