-62.4%
FISV vs ACWI
+21.5%
-83.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.6% | -3.9% |
| 7D | -1.6% | +1.1% | -2.6% | -1.9% |
| 30D | -3.0% | -0.2% | -2.8% | -2.9% |
| 3M | -3.5% | +4.7% | -8.2% | -5.5% |
| 6M | -19.4% | +14.5% | -33.9% | -27.2% |
| YTD | -24.3% | +14.6% | -38.9% | -31.6% |
| 1Y | -62.4% | +21.4% | -83.8% | -66.9% |
| All | -62.4% | +21.5% | -83.9% | -66.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 1y: compounded portfolio wealth divided by compounded ACWI 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…
1y analysis · Full analysis span regression · 6 months rolling