-47.9%
FISV vs MSCI
+33.6%
-81.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.9% |
| 7D | +8.4% | +2.7% | +5.8% | +7.3% |
| 30D | +38.8% | +16.2% | +22.5% | +31.1% |
| 3M | +21.3% | +17.1% | +4.2% | +14.3% |
| 6M | +14.1% | +13.0% | +1.1% | +8.7% |
| YTD | -5.7% | +15.8% | -21.5% | -11.1% |
| 1Y | -0.8% | +15.5% | -16.2% | -6.4% |
| 3Y | -47.9% | +32.3% | -80.2% | -50.7% |
| All | -47.9% | +33.6% | -81.5% | -50.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling