-55.7%
FISV vs ACHR
-42.6%
-13.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.1% | -6.1% | -4.2% |
| 7D | -1.6% | +4.9% | -6.4% | -1.9% |
| 30D | -3.0% | +4.3% | -7.3% | -3.3% |
| 3M | -3.5% | +1.7% | -5.3% | -4.1% |
| 6M | -19.4% | -6.9% | -12.5% | -19.6% |
| YTD | -24.3% | -22.5% | -1.8% | -23.7% |
| 1Y | -62.4% | -31.5% | -30.9% | -62.1% |
| 3Y | -58.2% | -14.4% | -43.8% | -60.5% |
| 5Y | -56.5% | -41.6% | -14.9% | -62.6% |
| All | -55.7% | -42.6% | -13.1% | -62.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling