+152.3%
ACN vs FISV
+26.5%
+125.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.7% | -3.5% | -1.4% |
| 7D | -3.8% | +1.4% | -5.3% | -4.5% |
| 30D | +16.5% | +38.4% | -21.9% | +0.2% |
| 3M | +41.5% | +14.9% | +26.5% | +32.1% |
| 6M | +60.1% | +21.8% | +38.3% | +45.8% |
| YTD | -3.9% | -5.0% | +1.1% | -2.8% |
| 1Y | +4.1% | -1.2% | +5.3% | +3.5% |
| 3Y | -15.9% | -47.5% | +31.7% | -8.2% |
| 5Y | -26.3% | -36.7% | +10.4% | -29.6% |
| All | +152.3% | +26.5% | +125.8% | +54.9% |
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