-3.7%
FISV vs WCN
+16.1%
-19.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.8% | +3.5% | +4.8% |
| 7D | +29.6% | +6.7% | +22.9% | +25.4% |
| 30D | +34.5% | +24.3% | +10.2% | +20.0% |
| 3M | +11.2% | +16.1% | -4.9% | +3.0% |
| 6M | -1.2% | +19.9% | -21.2% | -9.9% |
| YTD | -7.6% | +10.1% | -17.7% | -12.6% |
| 1Y | -3.7% | +14.4% | -18.1% | -9.8% |
| All | -3.7% | +16.1% | -19.8% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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