-62.0%
FISV vs MSTU
-93.8%
+31.8%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.6% | +1.8% | +5.2% |
| 7D | -2.7% | -16.6% | +13.9% | -1.9% |
| 30D | 0.0% | +69.7% | -69.7% | -3.0% |
| 3M | -2.8% | -7.5% | +4.7% | -3.7% |
| 6M | -11.8% | -43.1% | +31.3% | -11.9% |
| YTD | -23.2% | -63.0% | +39.8% | -22.5% |
| 1Y | -62.0% | -93.8% | +31.8% | -53.6% |
| All | -62.0% | -93.8% | +31.8% | -53.6% |
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