+22.5%
MA vs FISV
-4.0%
+26.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +6.2% | -2.3% | +2.2% |
| 7D | +10.2% | +29.6% | -19.4% | +2.1% |
| 30D | +19.3% | +34.5% | -15.2% | +9.3% |
| 3M | +18.0% | +11.2% | +6.7% | +14.2% |
| 6M | +33.7% | -1.2% | +34.9% | +33.4% |
| YTD | +18.6% | -7.6% | +26.2% | +20.7% |
| 1Y | +22.5% | -3.7% | +26.2% | +23.1% |
| All | +22.5% | -4.0% | +26.5% | +23.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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