-63.9%
FISV vs MUB
-0.2%
-63.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +2.0% |
| 7D | -7.2% | -1.2% | -6.0% | -4.9% |
| 30D | -7.2% | -2.8% | -4.4% | -1.9% |
| 3M | -8.2% | -3.1% | -5.1% | -2.8% |
| 6M | -17.7% | -2.9% | -14.8% | -12.8% |
| YTD | -27.2% | -2.0% | -25.1% | -27.0% |
| All | -63.9% | -0.2% | -63.7% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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