+19.1%
MA vs FISV
+0.5%
+18.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | 0.0% |
| 7D | -1.8% | +3.0% | -4.8% | -2.6% |
| 30D | +11.0% | +38.8% | -27.7% | +0.7% |
| 3M | +17.9% | +21.2% | -3.3% | +11.1% |
| 6M | +33.2% | +17.5% | +15.7% | +25.7% |
| YTD | +16.5% | -4.9% | +21.4% | +18.4% |
| 1Y | +19.1% | -0.6% | +19.7% | +18.5% |
| All | +19.1% | +0.5% | +18.6% | +18.5% |
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