-3.7%
FISV vs WCC
+24.5%
-28.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -9.9% | +16.2% | +5.4% |
| 7D | +29.6% | -8.8% | +38.4% | +28.5% |
| 30D | +34.5% | -16.0% | +50.5% | +32.9% |
| 3M | +11.2% | -15.2% | +26.5% | +9.9% |
| 6M | -1.2% | -8.4% | +7.2% | -1.6% |
| YTD | -7.6% | +30.1% | -37.7% | -12.2% |
| 1Y | -3.7% | +26.4% | -30.2% | -9.3% |
| All | -3.7% | +24.5% | -28.2% | -9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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