-32.8%
FISV vs ACI
+32.8%
-65.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.5% | +3.8% |
| 7D | +1.4% | +2.3% | -0.8% | +1.2% |
| 30D | +38.4% | +1.2% | +37.2% | +38.1% |
| 3M | +14.9% | +6.8% | +8.1% | +14.0% |
| 6M | +21.8% | -18.7% | +40.5% | +23.1% |
| YTD | -5.0% | -20.2% | +15.2% | -4.2% |
| 1Y | -1.2% | -23.7% | +22.6% | +0.1% |
| 3Y | -47.5% | -31.6% | -15.9% | -46.5% |
| 5Y | -36.7% | -42.8% | +6.0% | -35.6% |
| All | -32.8% | +32.8% | -65.6% | -29.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling