-3.7%
FISV vs IWF
-1.6%
-2.1%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.4% | +5.9% | +6.2% |
| 7D | +29.6% | -4.2% | +33.8% | +30.6% |
| 30D | +34.5% | -8.1% | +42.6% | +37.1% |
| 3M | +11.2% | -5.1% | +16.3% | +12.2% |
| 6M | -1.2% | -1.4% | +0.2% | -2.4% |
| YTD | -7.6% | -0.1% | -7.5% | -10.8% |
| 1Y | -3.7% | -1.3% | -2.5% | -6.4% |
| All | -3.7% | -1.6% | -2.1% | -6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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