+13,225.4%
FISV vs WM
+28,547.2%
-15,321.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.1% | +2.3% | +0.7% |
| 7D | +25.7% | +1.2% | +24.5% | +25.3% |
| 30D | +38.8% | +13.1% | +25.7% | +34.8% |
| 3M | +16.2% | +3.6% | +12.6% | +15.2% |
| 6M | +12.1% | +8.1% | +4.0% | +10.1% |
| YTD | -6.4% | +8.9% | -15.3% | -8.3% |
| 1Y | +2.0% | +20.3% | -18.3% | -2.3% |
| 3Y | -47.4% | +46.2% | -93.6% | -51.7% |
| 5Y | -37.3% | +59.9% | -97.2% | -43.6% |
| 10Y | +28.4% | +345.6% | -317.2% | -4.8% |
| All | +13,225.4% | +28,547.2% | -15,321.8% | +6,808.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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