-53.1%
FISV vs IWF
+73.7%
-126.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.8% | +4.6% | +5.0% |
| 7D | -2.7% | -0.9% | -1.8% | -2.2% |
| 30D | 0.0% | -1.7% | +1.8% | +1.1% |
| 3M | -2.8% | +0.7% | -3.5% | -3.7% |
| 6M | -11.8% | +8.6% | -20.4% | -16.6% |
| YTD | -23.2% | +3.5% | -26.7% | -25.2% |
| 1Y | -62.0% | +7.0% | -69.0% | -63.9% |
| 3Y | -57.6% | +76.3% | -133.9% | -71.4% |
| All | -53.1% | +73.7% | -126.8% | -70.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling