-36.9%
FISV vs MP
+271.0%
-307.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.7% | +0.2% | +0.9% |
| 7D | +3.0% | +2.3% | +0.7% | +2.9% |
| 30D | +38.8% | -15.3% | +54.1% | +39.5% |
| 3M | +21.2% | -33.5% | +54.7% | +22.9% |
| 6M | +17.5% | -45.5% | +63.0% | +19.9% |
| YTD | -4.9% | -27.3% | +22.4% | -4.7% |
| 1Y | -0.6% | -40.7% | +40.2% | +0.4% |
| 3Y | -47.4% | +145.9% | -193.3% | -53.4% |
| 5Y | -36.0% | -13.9% | -22.1% | -39.9% |
| All | -36.9% | +271.0% | -307.9% | -48.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling