-62.4%
FISV vs MP
-11.6%
-50.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.5% | -5.6% | -4.0% |
| 7D | -1.6% | +3.0% | -4.6% | -1.5% |
| 30D | -3.0% | +8.3% | -11.3% | -2.8% |
| 3M | -3.5% | -3.8% | +0.3% | -3.1% |
| 6M | -19.4% | -4.9% | -14.5% | -19.3% |
| YTD | -24.3% | +9.6% | -33.9% | -24.5% |
| 1Y | -62.4% | -11.7% | -50.7% | -61.5% |
| All | -62.4% | -11.6% | -50.8% | -61.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MP 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling