+93.1%
ACN vs FISV
+3.1%
+89.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.4% | -2.0% | +0.9% |
| 7D | -1.5% | -2.7% | +1.2% | -0.3% |
| 30D | +2.1% | 0.0% | +2.0% | +1.8% |
| 3M | +11.1% | -2.8% | +13.9% | +12.4% |
| 6M | -6.8% | -11.8% | +5.0% | -1.7% |
| YTD | -30.0% | -23.2% | -6.8% | -21.7% |
| 1Y | -23.1% | -62.0% | +38.9% | +7.8% |
| 3Y | -40.4% | -57.6% | +17.2% | -28.1% |
| 5Y | -41.6% | -53.4% | +11.8% | -35.1% |
| All | +93.1% | +3.1% | +89.9% | +36.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling