-64.3%
FISV vs CDW
-13.5%
-50.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.9% | -3.9% |
| 7D | -6.4% | -4.2% | -2.2% | -5.3% |
| 30D | -6.8% | +4.9% | -11.7% | -8.0% |
| 3M | -10.0% | +7.3% | -17.2% | -11.8% |
| 6M | -20.6% | +19.2% | -39.8% | -25.5% |
| YTD | -27.6% | +6.2% | -33.8% | -31.0% |
| 1Y | -64.3% | -14.0% | -50.3% | -66.5% |
| All | -64.3% | -13.5% | -50.8% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 CDW 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