-56.5%
FISV vs MSCI
-10.9%
-45.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.8% | -0.3% | -2.6% |
| 7D | -1.6% | -2.1% | +0.5% | -0.8% |
| 30D | -3.0% | -1.7% | -1.2% | -2.3% |
| 3M | -3.5% | -8.2% | +4.7% | -0.7% |
| 6M | -19.4% | -2.4% | -17.0% | -18.8% |
| YTD | -24.3% | -2.8% | -21.5% | -23.9% |
| 1Y | -62.4% | -2.7% | -59.7% | -61.8% |
| 3Y | -58.2% | +7.3% | -65.5% | -59.7% |
| 5Y | -56.5% | -11.4% | -45.1% | -59.3% |
| All | -56.5% | -10.9% | -45.7% | -59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded MSCI 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling