+83,407.4%
MU vs FISV
+12,783.2%
+70,624.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.8% | +2.2% | 0.0% |
| 7D | +21.6% | -2.0% | +23.6% | +22.8% |
| 30D | -16.2% | +31.8% | -48.0% | -26.7% |
| 3M | -12.4% | +19.3% | -31.6% | -20.6% |
| 6M | +4.2% | +12.1% | -7.9% | -6.7% |
| YTD | +180.0% | -8.4% | +188.4% | +168.4% |
| 1Y | +226.4% | -4.5% | +230.9% | +206.3% |
| 3Y | +969.7% | -49.4% | +1,019.1% | +1,080.2% |
| 5Y | +957.9% | -39.0% | +996.9% | +952.6% |
| 10Y | +4,534.6% | +22.3% | +4,512.2% | +3,165.4% |
| All | +83,407.4% | +12,783.2% | +70,624.2% | +14,752.7% |
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