-57.6%
FISV vs MKSI
+190.8%
-248.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.1% | +3.3% | +5.3% |
| 7D | -2.7% | +2.7% | -5.4% | -2.8% |
| 30D | 0.0% | -12.8% | +12.8% | +0.5% |
| 3M | -2.8% | -22.5% | +19.7% | -2.5% |
| 6M | -11.8% | +19.4% | -31.2% | -15.8% |
| YTD | -23.2% | +67.7% | -90.9% | -29.4% |
| 1Y | -62.0% | +131.4% | -193.4% | -66.6% |
| 3Y | -57.6% | +197.3% | -254.9% | -65.4% |
| All | -57.6% | +190.8% | -248.4% | -65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKSI.
Daily Out/Under-Performance
Portfolio return minus MKSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKSI 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 3y: compounded portfolio wealth divided by compounded MKSI 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…
3y analysis · Full analysis span regression · 6 months rolling