-53.9%
FISV vs MOS
-8.7%
-45.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.3% |
| 7D | -0.3% | +9.5% | -9.9% | -1.5% |
| 30D | -2.1% | +10.4% | -12.5% | -3.4% |
| 3M | -5.7% | +12.9% | -18.6% | -7.5% |
| 6M | -15.3% | +1.2% | -16.6% | -16.3% |
| YTD | -21.1% | +9.3% | -30.4% | -23.2% |
| 1Y | -61.1% | -18.0% | -43.1% | -60.4% |
| 3Y | -56.8% | -29.0% | -27.8% | -56.0% |
| All | -53.9% | -8.7% | -45.2% | -57.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling