+343.9%
FISV vs ACWI
+356.8%
-12.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | 0.0% | +0.5% | +0.5% |
| 7D | -0.3% | +0.5% | -0.8% | -0.8% |
| 30D | -2.1% | +0.9% | -2.9% | -2.8% |
| 3M | -5.7% | +2.4% | -8.1% | -8.2% |
| 6M | -15.3% | +12.4% | -27.7% | -24.4% |
| YTD | -21.1% | +15.2% | -36.3% | -31.1% |
| 1Y | -61.1% | +22.7% | -83.8% | -67.9% |
| 3Y | -56.8% | +75.8% | -132.6% | -74.5% |
| 5Y | -54.2% | +67.7% | -121.9% | -71.7% |
| 10Y | +1.6% | +229.0% | -227.4% | -64.3% |
| All | +343.9% | +356.8% | -12.9% | +18.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling