-62.0%
FISV vs WAB
+49.7%
-111.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.1% | +4.4% | +5.5% |
| 7D | -2.7% | +0.1% | -2.8% | -2.7% |
| 30D | 0.0% | -4.1% | +4.1% | -0.2% |
| 3M | -2.8% | +8.2% | -11.0% | -2.4% |
| 6M | -11.8% | +15.4% | -27.2% | -12.3% |
| YTD | -23.2% | +33.1% | -56.4% | -22.6% |
| 1Y | -62.0% | +48.1% | -110.1% | -60.0% |
| All | -62.0% | +49.7% | -111.6% | -60.0% |
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