+4.2%
MU vs FISV
+12.7%
-8.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.8% | +2.2% | -4.3% |
| 7D | +21.6% | -2.0% | +23.6% | +19.8% |
| 30D | -16.2% | +31.8% | -48.0% | +5.1% |
| 3M | -12.4% | +19.3% | -31.6% | +0.9% |
| 6M | +4.2% | +12.1% | -7.9% | +23.8% |
| All | +4.2% | +12.7% | -8.6% | +23.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling