-3.7%
FISV vs MRSH
+20.0%
-23.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.3% | +2.9% | +4.0% |
| 7D | +29.6% | +9.4% | +20.2% | +22.2% |
| 30D | +34.5% | +23.4% | +11.0% | +17.7% |
| 3M | +11.2% | +9.9% | +1.4% | +4.7% |
| 6M | -1.2% | +26.0% | -27.2% | -14.4% |
| YTD | -7.6% | +15.2% | -22.8% | -17.2% |
| 1Y | -3.7% | +18.4% | -22.1% | -15.7% |
| All | -3.7% | +20.0% | -23.7% | -15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MRSH.
Daily Out/Under-Performance
Portfolio return minus MRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRSH 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 1y: compounded portfolio wealth divided by compounded MRSH 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…
1y analysis · Full analysis span regression · 6 months rolling