+13,416.2%
FISV vs WEC
+4,464.3%
+8,951.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.9% | +2.8% | +3.3% |
| 7D | +1.4% | +2.3% | -0.9% | +0.5% |
| 30D | +38.4% | +11.1% | +27.4% | +32.5% |
| 3M | +14.9% | +8.4% | +6.5% | +10.9% |
| 6M | +21.8% | +7.5% | +14.3% | +17.7% |
| YTD | -5.0% | +15.3% | -20.4% | -11.2% |
| 1Y | -1.2% | +9.7% | -10.9% | -5.7% |
| 3Y | -47.5% | +64.7% | -112.2% | -58.2% |
| 5Y | -36.7% | +57.3% | -94.0% | -49.3% |
| 10Y | +26.9% | +195.9% | -169.0% | -24.8% |
| All | +13,416.2% | +4,464.3% | +8,951.9% | +2,873.7% |
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