-3.7%
FISV vs WMB
+22.7%
-26.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -6.4% | +12.6% | +4.9% |
| 7D | +29.6% | -8.6% | +38.3% | +27.4% |
| 30D | +34.5% | -4.2% | +38.6% | +33.2% |
| 3M | +11.2% | -4.4% | +15.7% | +10.3% |
| 6M | -1.2% | -8.7% | +7.5% | -2.1% |
| YTD | -7.6% | +15.4% | -23.0% | -8.5% |
| 1Y | -3.7% | +23.7% | -27.5% | -8.9% |
| All | -3.7% | +22.7% | -26.4% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB 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 WMB 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