+302.0%
FISV vs MSCI
+2,756.4%
-2,454.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -3.4% |
| 6M | -15.3% | +0.8% | -16.2% | -15.8% |
| YTD | -21.1% | +1.0% | -22.1% | -22.0% |
| 1Y | -61.1% | +4.3% | -65.4% | -61.6% |
| 3Y | -56.8% | +9.9% | -66.8% | -59.2% |
| 5Y | -54.2% | -6.8% | -47.4% | -55.4% |
| 10Y | +1.6% | +614.7% | -613.1% | -51.3% |
| All | +302.0% | +2,756.4% | -2,454.4% | +24.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling