-63.0%
FISV vs MOS
-18.2%
-44.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.3% | +2.8% | +0.8% |
| 7D | -7.2% | +0.5% | -7.7% | -7.3% |
| 30D | -7.2% | +10.9% | -18.1% | -8.1% |
| 3M | -8.2% | +29.2% | -37.4% | -10.7% |
| 6M | -17.7% | -2.3% | -15.4% | -18.5% |
| YTD | -27.2% | +8.3% | -35.5% | -31.9% |
| 1Y | -63.0% | -21.2% | -41.8% | -60.4% |
| All | -63.0% | -18.2% | -44.7% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 1y: compounded portfolio wealth divided by compounded MOS 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…
1y analysis · Full analysis span regression · 6 months rolling