-58.2%
FISV vs IWD
+71.7%
-129.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.8% | -3.2% | -3.2% |
| 7D | -1.6% | -0.2% | -1.4% | -1.4% |
| 30D | -3.0% | -0.8% | -2.2% | -2.1% |
| 3M | -3.5% | +8.0% | -11.6% | -10.5% |
| 6M | -19.4% | +18.2% | -37.6% | -32.0% |
| YTD | -24.3% | +22.3% | -46.6% | -38.4% |
| 1Y | -62.4% | +28.9% | -91.3% | -70.7% |
| 3Y | -58.2% | +71.5% | -129.7% | -74.9% |
| All | -58.2% | +71.7% | -129.9% | -74.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 3y: compounded portfolio wealth divided by compounded IWD 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…
3y analysis · Full analysis span regression · 6 months rolling