-53.1%
FISV vs WCC
+224.0%
-277.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.7% | +1.7% | +4.8% |
| 7D | -2.7% | +1.5% | -4.2% | -2.9% |
| 30D | 0.0% | -2.1% | +2.2% | +0.2% |
| 3M | -2.8% | +3.8% | -6.6% | -4.0% |
| 6M | -11.8% | +35.0% | -46.8% | -17.8% |
| YTD | -23.2% | +46.4% | -69.6% | -29.8% |
| 1Y | -62.0% | +63.0% | -125.0% | -66.4% |
| 3Y | -57.6% | +133.9% | -191.6% | -67.6% |
| All | -53.1% | +224.0% | -277.1% | -69.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling