-3.7%
FISV vs W
+21.5%
-25.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +11.0% | -4.7% | +5.0% |
| 7D | +29.6% | +8.4% | +21.3% | +28.3% |
| 30D | +34.5% | +16.5% | +18.0% | +31.9% |
| 3M | +11.2% | +6.4% | +4.8% | +10.1% |
| 6M | -1.2% | +90.5% | -91.7% | -9.9% |
| YTD | -7.6% | +23.1% | -30.7% | -12.6% |
| 1Y | -3.7% | +24.3% | -28.0% | -9.3% |
| All | -3.7% | +21.5% | -25.2% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 W 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