-61.1%
FISV vs GWW
+31.2%
-92.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | +0.2% |
| 7D | -0.3% | +1.4% | -1.7% | -0.8% |
| 30D | -2.1% | +3.3% | -5.3% | -3.0% |
| 3M | -5.7% | +2.9% | -8.7% | -7.4% |
| 6M | -15.3% | +15.8% | -31.1% | -21.3% |
| YTD | -21.1% | +32.0% | -53.1% | -32.3% |
| 1Y | -61.1% | +29.9% | -91.0% | -67.4% |
| All | -61.1% | +31.2% | -92.2% | -67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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