+10,269.2%
FISV vs AON
+4,880.3%
+5,388.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.2% |
| 7D | -7.2% | -5.9% | -1.3% | -5.0% |
| 30D | -7.2% | -13.7% | +6.5% | -2.1% |
| 3M | -8.2% | -8.3% | +0.1% | -5.2% |
| 6M | -17.7% | -3.6% | -14.1% | -16.6% |
| YTD | -27.2% | -12.4% | -14.8% | -23.7% |
| 1Y | -63.0% | -14.6% | -48.3% | -60.8% |
| 3Y | -59.8% | -5.7% | -54.0% | -59.3% |
| 5Y | -55.8% | +9.1% | -64.9% | -58.0% |
| 10Y | -2.4% | +208.7% | -211.1% | -36.3% |
| All | +10,269.2% | +4,880.3% | +5,388.9% | +2,861.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling