-0.6%
FISV vs MOS
-7.3%
+6.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +0.9% |
| 7D | +3.0% | +5.5% | -2.5% | +2.9% |
| 30D | +38.8% | +21.0% | +17.8% | +38.2% |
| 3M | +21.2% | -0.5% | +21.7% | +20.5% |
| 6M | +17.5% | +6.6% | +10.9% | +16.8% |
| YTD | -4.9% | -2.8% | -2.1% | -7.4% |
| 1Y | -0.6% | -8.1% | +7.5% | -3.0% |
| All | -0.6% | -7.3% | +6.7% | -3.0% |
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