+2.0%
FISV vs MSI
+605.3%
-603.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.5% | +4.9% | +5.2% |
| 7D | -2.7% | -0.4% | -2.3% | -2.4% |
| 30D | 0.0% | -0.8% | +0.8% | +0.3% |
| 3M | -2.8% | +13.9% | -16.7% | -9.2% |
| 6M | -11.8% | +1.3% | -13.2% | -13.2% |
| YTD | -23.2% | +22.3% | -45.5% | -31.8% |
| 1Y | -62.0% | -3.9% | -58.1% | -61.6% |
| 3Y | -57.6% | +69.9% | -127.5% | -69.0% |
| 5Y | -53.4% | +103.8% | -157.2% | -69.8% |
| All | +2.0% | +605.3% | -603.3% | -57.5% |
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