-47.4%
FISV vs ACWI
+70.3%
-117.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.3% | +0.2% |
| 7D | +25.7% | -2.4% | +28.1% | +27.3% |
| 30D | +38.8% | -5.2% | +44.0% | +42.8% |
| 3M | +16.2% | -4.8% | +21.0% | +19.3% |
| 6M | +12.1% | -1.3% | +13.4% | +12.0% |
| YTD | -6.4% | +8.4% | -14.8% | -12.8% |
| 1Y | +2.0% | +11.0% | -9.0% | -6.6% |
| 3Y | -47.4% | +70.6% | -118.0% | -63.3% |
| All | -47.4% | +70.3% | -117.8% | -63.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling