+1,006.1%
FISV vs WCN
+6,686.9%
-5,680.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.2% | -4.0% |
| 7D | -6.4% | -1.7% | -4.7% | -5.9% |
| 30D | -6.8% | -3.0% | -3.8% | -6.0% |
| 3M | -10.0% | +2.5% | -12.5% | -10.6% |
| 6M | -20.6% | -5.7% | -14.9% | -19.3% |
| YTD | -27.6% | -7.4% | -20.1% | -26.0% |
| 1Y | -64.3% | -8.6% | -55.7% | -63.2% |
| 3Y | -60.0% | +19.4% | -79.4% | -61.9% |
| 5Y | -57.7% | +27.2% | -84.9% | -60.6% |
| 10Y | -3.0% | +238.5% | -241.5% | -28.6% |
| All | +1,006.1% | +6,686.9% | -5,680.8% | +426.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling