+1,697.2%
ACN vs FISV
+421.5%
+1,275.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.5% | -3.8% | -3.6% |
| 7D | -1.5% | -0.3% | -1.2% | -1.4% |
| 30D | +9.4% | -2.1% | +11.4% | +10.1% |
| 3M | +5.6% | -5.7% | +11.4% | +8.5% |
| 6M | -9.3% | -15.3% | +6.1% | -2.0% |
| YTD | -29.0% | -21.1% | -7.9% | -20.7% |
| 1Y | -24.7% | -61.1% | +36.4% | +7.7% |
| 3Y | -39.8% | -56.8% | +17.0% | -23.2% |
| 5Y | -40.9% | -54.2% | +13.3% | -28.4% |
| 10Y | +91.1% | +1.6% | +89.5% | +50.5% |
| All | +1,697.2% | +421.5% | +1,275.8% | +453.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling