-47.9%
FISV vs IWD
+85.4%
-133.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +8.4% | +1.6% | +6.9% | +6.7% |
| 30D | +38.8% | +3.6% | +35.2% | +34.0% |
| 3M | +21.3% | +2.0% | +19.2% | +18.9% |
| 6M | +14.1% | +13.1% | +1.1% | +1.2% |
| YTD | -5.7% | +26.2% | -31.9% | -25.5% |
| 1Y | -0.8% | +29.6% | -30.3% | -23.6% |
| 3Y | -47.9% | +84.3% | -132.2% | -67.2% |
| All | -47.9% | +85.4% | -133.3% | -67.2% |
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