+189.7%
FISV vs CDW
+1,030.0%
-840.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.7% | +4.4% | +4.0% |
| 7D | +1.4% | +9.3% | -7.9% | -2.2% |
| 30D | +38.4% | +14.4% | +24.1% | +30.3% |
| 3M | +14.9% | +21.4% | -6.5% | +4.9% |
| 6M | +21.8% | +72.8% | -51.0% | -4.8% |
| YTD | -5.0% | +28.0% | -33.1% | -17.5% |
| 1Y | -1.2% | +19.3% | -20.5% | -11.6% |
| 3Y | -47.5% | -15.3% | -32.2% | -47.5% |
| 5Y | -36.7% | -3.8% | -32.9% | -41.6% |
| 10Y | +26.9% | +318.5% | -291.7% | -33.7% |
| All | +189.7% | +1,030.0% | -840.2% | +28.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling