+2,491.0%
FISV vs WAB
+4,115.8%
-1,624.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.6% | -4.6% | -4.2% |
| 7D | -1.6% | +1.7% | -3.2% | -2.0% |
| 30D | -3.0% | -2.4% | -0.5% | -2.3% |
| 3M | -3.5% | +9.7% | -13.2% | -6.6% |
| 6M | -19.4% | +16.5% | -35.9% | -23.6% |
| YTD | -24.3% | +33.7% | -58.0% | -31.2% |
| 1Y | -62.4% | +49.7% | -112.1% | -67.1% |
| 3Y | -58.2% | +170.9% | -229.1% | -69.6% |
| 5Y | -56.5% | +228.0% | -284.6% | -70.3% |
| 10Y | -0.5% | +284.8% | -285.3% | -39.0% |
| All | +2,491.0% | +4,115.8% | -1,624.8% | +633.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling