-61.1%
FISV vs W
+25.7%
-86.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.5% | -2.0% | +0.2% |
| 7D | -0.3% | -4.2% | +3.8% | +0.2% |
| 30D | -2.1% | -7.6% | +5.5% | -1.2% |
| 3M | -5.7% | +37.2% | -42.9% | -10.7% |
| 6M | -15.3% | +26.3% | -41.7% | -19.2% |
| YTD | -21.1% | -1.0% | -20.1% | -23.1% |
| 1Y | -61.1% | +20.1% | -81.2% | -62.3% |
| All | -61.1% | +25.7% | -86.7% | -62.3% |
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