-3.7%
FISV vs MSTU
-88.0%
+84.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +10.3% | -4.1% | +6.0% |
| 7D | +29.6% | -4.8% | +34.5% | +29.6% |
| 30D | +34.5% | -29.6% | +64.0% | +35.2% |
| 3M | +11.2% | +69.4% | -58.1% | +8.5% |
| 6M | -1.2% | -62.2% | +61.0% | +1.5% |
| YTD | -7.6% | -61.1% | +53.4% | -8.0% |
| 1Y | -3.7% | -87.2% | +83.4% | +2.3% |
| All | -3.7% | -88.0% | +84.2% | +2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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