-64.3%
FISV vs MSCI
-1.7%
-62.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.6% | -4.9% | -4.7% |
| 7D | -6.4% | -1.1% | -5.3% | -5.8% |
| 30D | -6.8% | -1.2% | -5.7% | -6.1% |
| 3M | -10.0% | -8.4% | -1.6% | -6.3% |
| 6M | -20.6% | -1.0% | -19.6% | -21.2% |
| YTD | -27.6% | -2.3% | -25.3% | -28.0% |
| 1Y | -64.3% | -1.2% | -63.2% | -61.8% |
| All | -64.3% | -1.7% | -62.7% | -61.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling