+11.9%
ACN vs FISV
-4.0%
+15.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +6.2% | -2.4% | -0.2% |
| 7D | +8.6% | +29.6% | -21.1% | -9.9% |
| 30D | +36.6% | +34.5% | +2.1% | +10.7% |
| 3M | +56.3% | +11.2% | +45.1% | +44.4% |
| 6M | +49.7% | -1.2% | +50.9% | +47.9% |
| YTD | +1.3% | -7.6% | +9.0% | +6.9% |
| 1Y | +11.9% | -3.7% | +15.7% | +14.4% |
| All | +11.9% | -4.0% | +15.9% | +14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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