+10,678.2%
FISV vs WEC
+4,021.5%
+6,656.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.1% | -4.5% |
| 7D | -1.6% | +0.8% | -2.4% | -1.9% |
| 30D | -3.0% | +0.3% | -3.3% | -3.2% |
| 3M | -3.5% | -2.9% | -0.6% | -2.5% |
| 6M | -19.4% | -5.9% | -13.5% | -17.7% |
| YTD | -24.3% | +4.1% | -28.4% | -26.1% |
| 1Y | -62.4% | +3.1% | -65.5% | -63.1% |
| 3Y | -58.2% | +40.8% | -98.9% | -64.4% |
| 5Y | -56.5% | +31.7% | -88.2% | -62.4% |
| 10Y | -0.5% | +141.1% | -141.6% | -35.8% |
| All | +10,678.2% | +4,021.5% | +6,656.7% | +2,375.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling