-59.8%
FISV vs ACHR
-21.5%
-38.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +0.6% |
| 7D | -7.2% | -5.4% | -1.8% | -6.9% |
| 30D | -7.2% | -19.7% | +12.5% | -6.1% |
| 3M | -8.2% | +7.9% | -16.1% | -8.8% |
| 6M | -17.7% | -13.8% | -3.9% | -17.4% |
| YTD | -27.2% | -27.5% | +0.4% | -26.3% |
| 1Y | -63.0% | -33.9% | -29.0% | -62.6% |
| All | -59.8% | -21.5% | -38.3% | -60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling