-37.4%
FISV vs ACI
-42.9%
+5.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.5% | +3.8% |
| 7D | +1.4% | +2.3% | -0.8% | +1.1% |
| 30D | +38.4% | +1.2% | +37.2% | +38.0% |
| 3M | +14.9% | +6.8% | +8.1% | +13.5% |
| 6M | +21.8% | -18.7% | +40.5% | +23.9% |
| YTD | -5.0% | -20.2% | +15.2% | -3.6% |
| 1Y | -1.2% | -23.7% | +22.6% | +1.0% |
| 3Y | -47.5% | -31.6% | -15.9% | -45.9% |
| All | -37.4% | -42.9% | +5.5% | -35.4% |
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