+719.8%
MU vs FISV
-61.2%
+781.0%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.6% | +6.2% |
| 7D | +9.0% | -0.3% | +9.3% | +8.9% |
| 30D | +13.8% | -2.1% | +15.9% | +13.3% |
| 3M | +2.1% | -5.7% | +7.8% | +3.2% |
| 6M | +153.8% | -15.3% | +169.1% | +155.7% |
| YTD | +256.4% | -21.1% | +277.5% | +259.5% |
| 1Y | +719.8% | -61.1% | +780.8% | +729.6% |
| All | +719.8% | -61.2% | +781.0% | +729.6% |
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 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