+27.4%
FISV vs MSI
+664.3%
-636.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.2% | +3.6% | +3.6% |
| 7D | +1.4% | +3.2% | -1.8% | -0.2% |
| 30D | +38.4% | +17.6% | +20.8% | +27.8% |
| 3M | +14.9% | +14.5% | +0.4% | +7.4% |
| 6M | +21.8% | +34.3% | -12.5% | +4.8% |
| YTD | -5.0% | +39.7% | -44.8% | -21.2% |
| 1Y | -1.2% | +40.2% | -41.3% | -18.1% |
| 3Y | -47.5% | +77.1% | -124.7% | -62.2% |
| 5Y | -36.7% | +124.0% | -160.8% | -60.8% |
| All | +27.4% | +664.3% | -636.9% | -52.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 10y: compounded portfolio wealth divided by compounded MSI 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…
10y analysis · Full analysis span regression · 6 months rolling