+10,209.8%
FISV vs MKC
+3,336.7%
+6,873.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -4.1% |
| 7D | -6.4% | -4.3% | -2.1% | -5.1% |
| 30D | -6.8% | -3.1% | -3.7% | -5.9% |
| 3M | -10.0% | +6.8% | -16.8% | -11.9% |
| 6M | -20.6% | -18.3% | -2.3% | -15.7% |
| YTD | -27.6% | -23.1% | -4.5% | -22.1% |
| 1Y | -64.3% | -23.7% | -40.7% | -61.3% |
| 3Y | -60.0% | -31.0% | -29.0% | -55.7% |
| 5Y | -57.7% | -33.5% | -24.2% | -53.2% |
| 10Y | -3.0% | +30.3% | -33.2% | -14.7% |
| All | +10,209.8% | +3,336.7% | +6,873.1% | +4,336.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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