+671.3%
FISV vs WCC
+1,758.7%
-1,087.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.5% | -6.5% | -4.6% |
| 7D | -1.6% | +8.5% | -10.1% | -3.3% |
| 30D | -3.0% | -1.0% | -2.0% | -3.0% |
| 3M | -3.5% | +2.1% | -5.6% | -4.9% |
| 6M | -19.4% | +36.8% | -56.2% | -25.9% |
| YTD | -24.3% | +47.7% | -72.0% | -31.8% |
| 1Y | -62.4% | +66.5% | -128.9% | -67.4% |
| 3Y | -58.2% | +134.2% | -192.3% | -67.8% |
| 5Y | -56.5% | +231.6% | -288.2% | -69.9% |
| 10Y | -0.5% | +508.1% | -508.6% | -45.0% |
| All | +671.3% | +1,758.7% | -1,087.4% | +127.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling