-57.7%
FISV vs ACI
-43.7%
-14.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.4% | -2.0% | -4.0% |
| 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% | -7.0% |
| 6M | -20.6% | -29.5% | +8.9% | -17.2% |
| YTD | -27.6% | -28.6% | +1.0% | -24.9% |
| 1Y | -64.3% | -34.0% | -30.3% | -62.5% |
| 3Y | -60.0% | -45.0% | -15.0% | -57.1% |
| 5Y | -57.7% | -44.0% | -13.7% | -55.9% |
| All | -57.7% | -43.7% | -14.0% | -55.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling