+430.3%
FISV vs ACWI
+339.1%
+91.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.1% |
| 7D | +8.4% | -0.2% | +8.6% | +8.4% |
| 30D | +38.8% | -3.3% | +42.0% | +42.4% |
| 3M | +21.3% | -3.4% | +24.7% | +24.6% |
| 6M | +14.1% | +0.8% | +13.3% | +12.1% |
| YTD | -5.7% | +10.7% | -16.4% | -15.0% |
| 1Y | -0.8% | +11.6% | -12.4% | -11.2% |
| 3Y | -47.9% | +73.4% | -121.3% | -68.9% |
| 5Y | -36.8% | +60.2% | -97.0% | -59.6% |
| 10Y | +26.9% | +221.6% | -194.7% | -54.6% |
| All | +430.3% | +339.1% | +91.2% | +45.7% |
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