+12.1%
FISV vs WMB
-5.6%
+17.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.8% | -4.5% | -3.6% |
| 7D | -2.0% | +8.1% | -10.1% | -0.2% |
| 30D | +31.8% | -6.9% | +38.7% | +29.8% |
| 3M | +19.3% | -5.1% | +24.4% | +18.0% |
| 6M | +12.1% | -5.7% | +17.8% | +10.5% |
| All | +12.1% | -5.6% | +17.6% | +10.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling