-63.0%
FISV vs WELL
+41.7%
-104.6%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WELL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.1% | +0.7% | +0.6% |
| 7D | -7.2% | -2.2% | -5.0% | -7.0% |
| 30D | -7.2% | +4.7% | -11.9% | -7.7% |
| 3M | -8.2% | +11.9% | -20.1% | -9.4% |
| 6M | -17.7% | +14.3% | -32.0% | -19.2% |
| YTD | -27.2% | +28.4% | -55.5% | -30.3% |
| 1Y | -63.0% | +42.3% | -105.3% | -67.3% |
| All | -63.0% | +41.7% | -104.6% | -67.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WELL.
Daily Out/Under-Performance
Portfolio return minus WELL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WELL 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 WELL 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