-60.0%
FISV vs ACI
-45.1%
-15.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.4% | -2.0% | -3.9% |
| 7D | -6.4% | -5.0% | -1.4% | -5.6% |
| 30D | -6.8% | -2.3% | -4.5% | -6.4% |
| 3M | -10.0% | -23.2% | +13.2% | -7.3% |
| 6M | -20.6% | -29.5% | +8.9% | -17.6% |
| YTD | -27.6% | -28.6% | +1.0% | -25.3% |
| 1Y | -64.3% | -34.0% | -30.3% | -62.7% |
| All | -60.0% | -45.1% | -15.0% | -56.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling