-36.6%
FISV vs WMB
+198.7%
-235.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.2% | -1.2% | +0.4% |
| 7D | +3.0% | +1.6% | +1.4% | +2.6% |
| 30D | +38.8% | -7.1% | +45.8% | +40.5% |
| 3M | +21.2% | -4.0% | +25.2% | +21.4% |
| 6M | +17.5% | -5.7% | +23.2% | +17.9% |
| YTD | -4.9% | +17.2% | -22.0% | -11.6% |
| 1Y | -0.6% | +17.2% | -17.8% | -7.7% |
| 3Y | -47.4% | +121.1% | -168.5% | -61.8% |
| All | -36.6% | +198.7% | -235.4% | -59.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling