-61.1%
FISV vs MTZ
+30.9%
-92.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.9% |
| 7D | -0.3% | -1.6% | +1.2% | -0.7% |
| 30D | -2.1% | -11.1% | +9.0% | -4.1% |
| 3M | -5.7% | -36.7% | +31.0% | -13.5% |
| 6M | -15.3% | -21.9% | +6.6% | -19.2% |
| YTD | -21.1% | +9.1% | -30.2% | -17.3% |
| 1Y | -61.1% | +30.0% | -91.0% | -56.2% |
| All | -61.1% | +30.9% | -92.0% | -56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MTZ.
Daily Out/Under-Performance
Portfolio return minus MTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTZ 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 MTZ 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