+13,225.4%
FISV vs MOS
+123.1%
+13,102.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +25.7% | +21.6% | +4.1% | +21.2% |
| 30D | +38.8% | +12.0% | +26.8% | +35.6% |
| 3M | +16.2% | -3.9% | +20.1% | +16.3% |
| 6M | +12.1% | -3.3% | +15.4% | +11.5% |
| YTD | -6.4% | -4.6% | -1.7% | -7.6% |
| 1Y | +2.0% | -7.0% | +9.0% | +1.0% |
| 3Y | -47.4% | -24.4% | -23.0% | -47.1% |
| 5Y | -37.3% | -32.1% | -5.2% | -37.8% |
| 10Y | +28.4% | +10.3% | +18.1% | +6.2% |
| All | +13,225.4% | +123.1% | +13,102.3% | +6,611.1% |
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