+2.8%
FISV vs MLM
+206.1%
-203.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.1% |
| 7D | -0.3% | -2.9% | +2.6% | +0.7% |
| 30D | -2.1% | -6.8% | +4.8% | +0.4% |
| 3M | -5.7% | -11.2% | +5.5% | -2.0% |
| 6M | -15.3% | -21.8% | +6.5% | -8.1% |
| YTD | -21.1% | -17.0% | -4.1% | -16.7% |
| 1Y | -61.1% | -16.4% | -44.7% | -59.1% |
| 3Y | -56.8% | +14.5% | -71.3% | -60.6% |
| 5Y | -54.2% | +41.7% | -95.9% | -62.1% |
| All | +2.8% | +206.1% | -203.4% | -39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 10y: compounded portfolio wealth divided by compounded MLM 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…
10y analysis · Full analysis span regression · 6 months rolling