+11,131.7%
FISV vs MOS
+155.8%
+10,975.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.9% | +0.3% |
| 7D | -0.3% | +9.5% | -9.9% | -2.0% |
| 30D | -2.1% | +10.4% | -12.5% | -3.9% |
| 3M | -5.7% | +12.9% | -18.6% | -8.3% |
| 6M | -15.3% | +1.2% | -16.6% | -16.7% |
| YTD | -21.1% | +9.3% | -30.4% | -23.7% |
| 1Y | -61.1% | -18.0% | -43.1% | -60.3% |
| 3Y | -56.8% | -29.0% | -27.8% | -55.9% |
| 5Y | -54.2% | -9.6% | -44.6% | -56.7% |
| 10Y | +1.6% | +6.1% | -4.5% | -15.1% |
| All | +11,131.7% | +155.8% | +10,975.9% | +5,444.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling