-53.7%
FIS vs WCC
+22.3%
-76.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.7% | +5.8% | +4.1% |
| 7D | +2.8% | +9.9% | -7.1% | +3.4% |
| 30D | -16.7% | -8.4% | -8.3% | -17.0% |
| 3M | -32.3% | -10.3% | -22.0% | -32.6% |
| 6M | -29.1% | -10.5% | -18.6% | -28.6% |
| YTD | -54.1% | +32.2% | -86.3% | -55.5% |
| 1Y | -53.7% | +25.5% | -79.2% | -54.6% |
| All | -53.7% | +22.3% | -76.1% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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