-3.9%
MCD vs FISV
-4.0%
+0.1%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +6.2% | +0.3% | +5.7% |
| 7D | +11.9% | +29.6% | -17.8% | +8.5% |
| 30D | +20.2% | +34.5% | -14.2% | +16.2% |
| 3M | +5.2% | +11.2% | -6.1% | +3.5% |
| 6M | 0.0% | -1.2% | +1.2% | -1.5% |
| YTD | -6.5% | -7.6% | +1.1% | -6.8% |
| 1Y | -3.9% | -3.7% | -0.2% | -5.3% |
| All | -3.9% | -4.0% | +0.1% | -5.3% |
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