-24.5%
FISV vs MDLN
-7.1%
-17.5%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDLN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.4% | +5.0% | +5.3% |
| 7D | -2.7% | -11.1% | +8.4% | -0.2% |
| 30D | 0.0% | -8.4% | +8.4% | +1.9% |
| 3M | -2.8% | -12.4% | +9.6% | +0.5% |
| 6M | -11.8% | -23.3% | +11.4% | -7.1% |
| YTD | -23.2% | -22.5% | -0.7% | -19.6% |
| All | -24.5% | -7.1% | -17.5% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDLN.
Daily Out/Under-Performance
Portfolio return minus MDLN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDLN 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 MDLN 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