-49.4%
FISV vs MSI
+76.1%
-125.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -3.4% |
| 7D | -2.0% | +2.6% | -4.6% | -2.8% |
| 30D | +31.8% | +18.1% | +13.7% | +24.7% |
| 3M | +19.3% | +13.2% | +6.1% | +14.3% |
| 6M | +12.1% | +36.3% | -24.2% | +1.0% |
| YTD | -8.4% | +39.5% | -48.0% | -19.6% |
| 1Y | -4.5% | +36.9% | -41.4% | -15.5% |
| All | -49.4% | +76.1% | -125.5% | -58.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling