+84.6%
MRK vs FISV
-4.0%
+88.6%
-11.4%
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% | +3.7% |
| 7D | +6.7% | +29.6% | -23.0% | +5.7% |
| 30D | +7.8% | +34.5% | -26.7% | +6.6% |
| 3M | +18.2% | +11.2% | +6.9% | +18.4% |
| 6M | +34.7% | -1.2% | +35.9% | +34.5% |
| YTD | +45.8% | -7.6% | +53.4% | +47.0% |
| 1Y | +84.6% | -3.7% | +88.3% | +87.1% |
| All | +84.6% | -4.0% | +88.6% | +87.1% |
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