+12,933.0%
FISV vs WMB
+5,215.9%
+7,717.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.8% | -4.5% | -3.9% |
| 7D | -2.0% | +8.1% | -10.1% | -3.1% |
| 30D | +31.8% | -6.9% | +38.7% | +32.8% |
| 3M | +19.3% | -5.1% | +24.4% | +19.7% |
| 6M | +12.1% | -5.7% | +17.8% | +12.4% |
| YTD | -8.4% | +18.1% | -26.5% | -11.3% |
| 1Y | -4.5% | +18.4% | -22.9% | -7.5% |
| 3Y | -49.4% | +122.7% | -172.1% | -55.4% |
| 5Y | -39.0% | +202.0% | -241.0% | -48.6% |
| 10Y | +22.3% | +283.8% | -261.5% | -3.0% |
| All | +12,933.0% | +5,215.9% | +7,717.1% | +6,326.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling