+106,206.6%
MU vs FISV
+11,002.6%
+95,204.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.5% | +5.6% | +5.9% |
| 7D | +9.0% | -0.3% | +9.3% | +9.2% |
| 30D | +13.8% | -2.1% | +15.9% | +14.5% |
| 3M | +2.1% | -5.7% | +7.8% | +1.4% |
| 6M | +153.8% | -15.3% | +169.1% | +159.1% |
| YTD | +256.4% | -21.1% | +277.5% | +271.4% |
| 1Y | +719.8% | -61.1% | +780.8% | +984.2% |
| 3Y | +1,360.4% | -56.8% | +1,417.2% | +1,659.0% |
| 5Y | +1,312.4% | -54.2% | +1,366.6% | +1,526.6% |
| 10Y | +6,142.6% | +1.6% | +6,141.0% | +4,768.2% |
| All | +106,206.6% | +11,002.6% | +95,204.0% | +20,455.0% |
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