-56.9%
FISV vs ACWI
+78.9%
-135.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.3% | +0.5% | -0.8% | -0.6% |
| 30D | -2.1% | +0.9% | -2.9% | -2.6% |
| 3M | -5.7% | +2.4% | -8.1% | -7.3% |
| 6M | -15.3% | +12.4% | -27.7% | -22.6% |
| YTD | -21.1% | +15.2% | -36.3% | -29.1% |
| 1Y | -61.1% | +22.7% | -83.8% | -66.6% |
| All | -56.9% | +78.9% | -135.9% | -73.3% |
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