-40.7%
FIS vs WCN
+235.2%
-275.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.1% | +2.3% | +1.8% |
| 7D | -8.9% | -4.4% | -4.5% | -6.6% |
| 30D | -9.9% | -4.4% | -5.5% | -7.7% |
| 3M | 0.0% | +0.5% | -0.5% | -0.2% |
| 6M | -22.9% | -3.3% | -19.6% | -21.9% |
| YTD | -40.9% | -8.5% | -32.4% | -38.4% |
| 1Y | -40.4% | -8.9% | -31.5% | -37.9% |
| 3Y | -25.4% | +18.0% | -43.4% | -33.8% |
| 5Y | -64.8% | +25.0% | -89.9% | -70.9% |
| All | -40.7% | +235.2% | -275.9% | -70.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WCN 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling