+3,002.8%
FISV vs WAT
+12,173.3%
-9,170.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +3.8% |
| 7D | +1.4% | +0.6% | +0.9% | +1.3% |
| 30D | +38.4% | +5.4% | +33.0% | +36.5% |
| 3M | +14.9% | +11.3% | +3.6% | +11.7% |
| 6M | +21.8% | +37.4% | -15.6% | +12.0% |
| YTD | -5.0% | +21.2% | -26.2% | -10.8% |
| 1Y | -1.2% | +21.3% | -22.5% | -7.3% |
| 3Y | -47.5% | +83.4% | -130.9% | -57.0% |
| 5Y | -36.7% | +29.0% | -65.7% | -44.1% |
| 10Y | +26.9% | +223.9% | -197.0% | -11.7% |
| All | +3,002.8% | +12,173.3% | -9,170.5% | +982.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 all: compounded portfolio wealth divided by compounded WAT 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…
all analysis · Full analysis span regression · 6 months rolling