-1.2%
FISV vs WMB
+17.3%
-18.5%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.5% | +4.2% | +3.6% |
| 7D | +1.4% | +7.8% | -6.4% | +3.0% |
| 30D | +38.4% | -5.1% | +43.5% | +37.0% |
| 3M | +14.9% | -4.7% | +19.6% | +13.9% |
| 6M | +21.8% | -7.4% | +29.2% | +20.8% |
| YTD | -5.0% | +17.5% | -22.5% | -4.6% |
| 1Y | -1.2% | +19.5% | -20.6% | -1.2% |
| All | -1.2% | +17.3% | -18.5% | -1.2% |
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