-61.1%
FISV vs WAB
+48.2%
-109.2%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | -0.3% | -3.2% | +2.9% | -0.5% |
| 30D | -2.1% | -4.4% | +2.4% | -2.3% |
| 3M | -5.7% | +7.9% | -13.6% | -5.4% |
| 6M | -15.3% | +8.7% | -24.0% | -15.9% |
| YTD | -21.1% | +33.0% | -54.1% | -20.8% |
| 1Y | -61.1% | +46.7% | -107.7% | -59.5% |
| All | -61.1% | +48.2% | -109.2% | -59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 WAB 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