-61.1%
FISV vs MSFU
-18.4%
-42.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +1.2% |
| 7D | -0.3% | -5.7% | +5.4% | +0.6% |
| 30D | -2.1% | +4.2% | -6.2% | -2.8% |
| 3M | -5.7% | +27.9% | -33.7% | -9.6% |
| 6M | -15.3% | +37.1% | -52.5% | -21.1% |
| YTD | -21.1% | -7.4% | -13.7% | -24.1% |
| 1Y | -61.1% | -19.6% | -41.5% | -60.5% |
| All | -61.1% | -18.4% | -42.6% | -60.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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