-1.2%
FISV vs CDW
+19.9%
-21.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.4% | +3.9% |
| 7D | +1.4% | +9.3% | -7.9% | -1.2% |
| 30D | +38.4% | +14.4% | +24.1% | +32.3% |
| 3M | +14.9% | +21.4% | -6.5% | +7.6% |
| 6M | +21.8% | +72.8% | -51.0% | +3.7% |
| YTD | -5.0% | +28.0% | -33.1% | -14.9% |
| 1Y | -1.2% | +19.3% | -20.5% | -9.9% |
| All | -1.2% | +19.9% | -21.1% | -9.9% |
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