-3.7%
FISV vs WAB
+46.5%
-50.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.1% | +5.2% | +6.2% |
| 7D | +29.6% | +4.5% | +25.1% | +29.4% |
| 30D | +34.5% | +1.1% | +33.4% | +34.4% |
| 3M | +11.2% | -1.3% | +12.5% | +11.1% |
| 6M | -1.2% | +12.7% | -14.0% | -2.3% |
| YTD | -7.6% | +38.7% | -46.3% | -17.7% |
| 1Y | -3.7% | +44.9% | -48.7% | -17.1% |
| All | -3.7% | +46.5% | -50.3% | -17.1% |
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