-1.2%
FISV vs MSTU
-90.4%
+89.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -5.0% | +8.7% | +3.8% |
| 7D | +1.4% | -25.8% | +27.2% | +2.2% |
| 30D | +38.4% | -43.9% | +82.3% | +39.9% |
| 3M | +14.9% | +2.9% | +12.0% | +13.6% |
| 6M | +21.8% | -75.5% | +97.3% | +26.3% |
| YTD | -5.0% | -76.7% | +71.7% | -4.4% |
| 1Y | -1.2% | -88.9% | +87.8% | +1.9% |
| All | -1.2% | -90.4% | +89.3% | +1.9% |
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