-58.2%
FISV vs MSFU
+29.4%
-87.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.3% | -1.7% | -3.7% |
| 7D | -1.6% | -3.2% | +1.6% | -1.1% |
| 30D | -3.0% | -3.1% | +0.2% | -2.5% |
| 3M | -3.5% | +35.3% | -38.8% | -8.5% |
| 6M | -19.4% | +31.6% | -51.0% | -23.6% |
| YTD | -24.3% | -9.5% | -14.8% | -25.3% |
| 1Y | -62.4% | -18.4% | -44.0% | -62.4% |
| 3Y | -58.2% | +26.9% | -85.1% | -62.6% |
| All | -58.2% | +29.4% | -87.6% | -62.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling