-53.1%
FISV vs ACHR
-42.8%
-10.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.4% | +3.0% | +5.2% |
| 7D | -2.7% | -2.3% | -0.4% | -2.5% |
| 30D | 0.0% | -11.3% | +11.3% | +0.9% |
| 3M | -2.8% | +5.3% | -8.1% | -3.6% |
| 6M | -11.8% | -13.2% | +1.4% | -11.6% |
| YTD | -23.2% | -25.8% | +2.6% | -22.4% |
| 1Y | -62.0% | -34.3% | -27.7% | -61.5% |
| 3Y | -57.6% | -19.9% | -37.7% | -59.9% |
| All | -53.1% | -42.8% | -10.4% | -59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling