-54.7%
FISV vs MSCI
-7.4%
-47.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | -0.3% | +0.4% | -0.7% | -0.5% |
| 30D | -2.1% | +0.6% | -2.6% | -2.2% |
| 3M | -5.7% | -7.1% | +1.3% | -3.5% |
| 6M | -15.3% | +0.8% | -16.2% | -15.8% |
| YTD | -21.1% | +1.0% | -22.1% | -21.9% |
| 1Y | -61.1% | +4.3% | -65.4% | -61.5% |
| 3Y | -56.8% | +9.9% | -66.8% | -58.8% |
| All | -54.7% | -7.4% | -47.3% | -58.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling