+2.0%
FISV vs WEC
+146.6%
-144.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | 0.0% | +5.4% | +5.4% |
| 7D | -2.7% | -0.6% | -2.1% | -2.5% |
| 30D | 0.0% | -2.6% | +2.7% | +1.0% |
| 3M | -2.8% | -6.0% | +3.2% | -0.5% |
| 6M | -11.8% | -5.4% | -6.4% | -10.2% |
| YTD | -23.2% | +2.5% | -25.7% | -24.6% |
| 1Y | -62.0% | -0.7% | -61.3% | -62.1% |
| 3Y | -57.6% | +38.7% | -96.3% | -63.6% |
| 5Y | -53.4% | +31.7% | -85.1% | -59.5% |
| All | +2.0% | +146.6% | -144.6% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 10y: compounded portfolio wealth divided by compounded WEC 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…
10y analysis · Full analysis span regression · 6 months rolling