-71.9%
FIS vs WU
-42.0%
-30.0%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | -29.4% | +9.1% | -38.5% | -32.4% |
| 30D | -16.7% | +12.1% | -28.8% | -21.1% |
| 3M | -33.0% | +0.3% | -33.3% | -33.5% |
| 6M | -33.3% | -19.1% | -14.2% | -28.3% |
| YTD | -56.0% | -19.2% | -36.8% | -52.9% |
| 1Y | -54.6% | -15.3% | -39.3% | -52.5% |
| 3Y | -40.6% | -21.3% | -19.3% | -37.8% |
| 5Y | -71.9% | -41.7% | -30.3% | -66.2% |
| All | -71.9% | -42.0% | -30.0% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 5y: compounded portfolio wealth divided by compounded WU 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…
5y analysis · Full analysis span regression · 6 months rolling