-61.1%
FISV vs WCC
+61.8%
-122.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.9% | -3.4% | +1.1% |
| 7D | -0.3% | +4.5% | -4.8% | +0.3% |
| 30D | -2.1% | -5.8% | +3.7% | -2.9% |
| 3M | -5.7% | -3.7% | -2.1% | -5.3% |
| 6M | -15.3% | +23.1% | -38.4% | -13.6% |
| YTD | -21.1% | +44.2% | -65.2% | -14.6% |
| 1Y | -61.1% | +62.1% | -123.2% | -53.0% |
| All | -61.1% | +61.8% | -122.9% | -53.0% |
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