-53.1%
FISV vs MKSI
+84.1%
-137.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.1% | +3.3% | +5.2% |
| 7D | -2.7% | +2.7% | -5.4% | -3.0% |
| 30D | 0.0% | -12.8% | +12.8% | +1.5% |
| 3M | -2.8% | -22.5% | +19.7% | -1.5% |
| 6M | -11.8% | +19.4% | -31.2% | -17.3% |
| YTD | -23.2% | +67.7% | -90.9% | -32.4% |
| 1Y | -62.0% | +131.4% | -193.4% | -68.8% |
| 3Y | -57.6% | +197.3% | -254.9% | -69.1% |
| All | -53.1% | +84.1% | -137.2% | -63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling