-53.1%
FISV vs MGY
+88.8%
-141.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.4% |
| 7D | -2.7% | +3.5% | -6.2% | -3.2% |
| 30D | 0.0% | +5.3% | -5.2% | -0.9% |
| 3M | -2.8% | +2.6% | -5.4% | -3.5% |
| 6M | -11.8% | -3.3% | -8.5% | -11.9% |
| YTD | -23.2% | +29.2% | -52.4% | -27.2% |
| 1Y | -62.0% | +18.0% | -80.0% | -63.5% |
| 3Y | -57.6% | +30.0% | -87.6% | -60.7% |
| All | -53.1% | +88.8% | -141.9% | -59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 5y: compounded portfolio wealth divided by compounded MGY 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…
5y analysis · Full analysis span regression · 6 months rolling