+2,343.8%
FISV vs MDY
+2,615.3%
-271.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.3% | -3.4% |
| 7D | -6.4% | -0.8% | -5.6% | -5.7% |
| 30D | -6.8% | -3.9% | -3.0% | -3.5% |
| 3M | -10.0% | 0.0% | -9.9% | -10.2% |
| 6M | -20.6% | +8.5% | -29.2% | -26.6% |
| YTD | -27.6% | +13.2% | -40.8% | -35.5% |
| 1Y | -64.3% | +15.0% | -79.4% | -68.6% |
| 3Y | -60.0% | +49.6% | -109.6% | -72.6% |
| 5Y | -57.7% | +46.0% | -103.7% | -70.7% |
| 10Y | -3.0% | +176.4% | -179.3% | -63.0% |
| All | +2,343.8% | +2,615.3% | -271.5% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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