-48.5%
FISV vs ACI
+17.4%
-65.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.8% | +0.7% |
| 7D | -7.2% | -7.1% | -0.1% | -6.5% |
| 30D | -7.2% | -4.5% | -2.7% | -6.7% |
| 3M | -8.2% | -22.3% | +14.1% | -6.4% |
| 6M | -17.7% | -28.4% | +10.7% | -15.7% |
| YTD | -27.2% | -29.5% | +2.4% | -25.5% |
| 1Y | -63.0% | -34.2% | -28.7% | -61.9% |
| 3Y | -59.8% | -45.7% | -14.1% | -58.2% |
| 5Y | -55.8% | -40.8% | -15.0% | -54.3% |
| All | -48.5% | +17.4% | -65.8% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling