+10,830.8%
FISV vs MRSH
+3,263.4%
+7,567.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.2% | +5.6% | +5.5% |
| 7D | -2.7% | -4.8% | +2.1% | -0.3% |
| 30D | 0.0% | -6.3% | +6.4% | +3.3% |
| 3M | -2.8% | +5.8% | -8.6% | -5.2% |
| 6M | -11.8% | +2.8% | -14.6% | -12.9% |
| YTD | -23.2% | -3.1% | -20.1% | -22.3% |
| 1Y | -62.0% | -11.3% | -50.7% | -59.7% |
| 3Y | -57.6% | -5.0% | -52.6% | -56.8% |
| 5Y | -53.4% | +19.2% | -72.6% | -57.4% |
| 10Y | +2.9% | +217.4% | -214.5% | -38.9% |
| All | +10,830.8% | +3,263.4% | +7,567.4% | +2,748.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling