-47.5%
FISV vs MP
+161.0%
-208.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.5% | +0.2% | +3.7% |
| 7D | +1.4% | +9.5% | -8.0% | +1.5% |
| 30D | +38.4% | -3.0% | +41.4% | +38.4% |
| 3M | +14.9% | -30.4% | +45.3% | +14.8% |
| 6M | +21.8% | -39.2% | +61.0% | +22.0% |
| YTD | -5.0% | -23.3% | +18.2% | -5.1% |
| 1Y | -1.2% | -32.6% | +31.5% | -1.2% |
| 3Y | -47.5% | +159.3% | -206.8% | -49.6% |
| All | -47.5% | +161.0% | -208.5% | -49.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling