-43.0%
ACN vs FISV
-60.0%
+17.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.3% | +2.5% | -0.5% |
| 7D | -6.3% | -6.4% | +0.1% | -4.5% |
| 30D | -1.4% | -6.8% | +5.5% | +0.6% |
| 3M | +2.6% | -10.0% | +12.5% | +5.6% |
| 6M | -14.3% | -20.6% | +6.3% | -9.2% |
| YTD | -33.1% | -27.6% | -5.6% | -27.9% |
| 1Y | -28.8% | -64.3% | +35.5% | -15.8% |
| All | -43.0% | -60.0% | +17.0% | -43.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling