+40,890.7%
MCHP vs FISV
+3,096.2%
+37,794.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.5% | -2.2% |
| 7D | -2.1% | -7.2% | +5.1% | +1.2% |
| 30D | -11.1% | -7.2% | -3.9% | -8.5% |
| 3M | -18.1% | -8.2% | -9.9% | -17.1% |
| 6M | +10.8% | -17.7% | +28.5% | +16.5% |
| YTD | +14.2% | -27.2% | +41.4% | +26.4% |
| 1Y | +13.5% | -63.0% | +76.4% | +59.5% |
| 3Y | -2.0% | -59.8% | +57.8% | +27.5% |
| 5Y | +1.4% | -55.8% | +57.2% | +24.8% |
| 10Y | +195.5% | -2.4% | +197.9% | +152.3% |
| All | +40,890.7% | +3,096.2% | +37,794.4% | +9,697.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling