+10,209.8%
FISV vs GWW
+13,989.5%
-3,779.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -4.0% |
| 7D | -6.4% | -0.5% | -5.9% | -6.2% |
| 30D | -6.8% | -1.4% | -5.4% | -6.3% |
| 3M | -10.0% | -3.6% | -6.3% | -9.0% |
| 6M | -20.6% | +15.1% | -35.7% | -25.1% |
| YTD | -27.6% | +27.5% | -55.1% | -34.4% |
| 1Y | -64.3% | +29.6% | -93.9% | -67.9% |
| 3Y | -60.0% | +90.1% | -150.1% | -69.3% |
| 5Y | -57.7% | +222.6% | -280.3% | -73.8% |
| 10Y | -3.0% | +566.5% | -569.5% | -56.8% |
| All | +10,209.8% | +13,989.5% | -3,779.6% | +1,730.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling