+1,346.4%
MU vs FISV
-58.4%
+1,404.8%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.3% | +7.1% | +3.2% |
| 7D | +7.5% | -6.4% | +13.9% | +8.2% |
| 30D | +19.4% | -6.8% | +26.2% | +20.1% |
| 3M | +9.8% | -10.0% | +19.8% | +10.4% |
| 6M | +164.1% | -20.6% | +184.8% | +170.0% |
| YTD | +260.3% | -27.6% | +287.9% | +274.8% |
| 1Y | +661.2% | -64.3% | +725.5% | +820.0% |
| 3Y | +1,380.8% | -60.0% | +1,440.8% | +1,443.1% |
| 5Y | +1,346.4% | -57.7% | +1,404.1% | +1,237.8% |
| All | +1,346.4% | -58.4% | +1,404.8% | +1,237.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling