-3.7%
FISV vs ACHR
-58.8%
+55.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.5% | +6.3% |
| 7D | +29.6% | -5.1% | +34.7% | +30.0% |
| 30D | +34.5% | -12.7% | +47.2% | +35.4% |
| 3M | +11.2% | -22.4% | +33.7% | +13.6% |
| 6M | -1.2% | -28.6% | +27.4% | +1.0% |
| YTD | -7.6% | -45.2% | +37.6% | -3.6% |
| 1Y | -3.7% | -56.9% | +53.2% | +3.6% |
| All | -3.7% | -58.8% | +55.1% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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