-55.8%
FISV vs WPM
+252.7%
-308.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.7% | +4.3% | +0.8% |
| 7D | -7.2% | -3.6% | -3.6% | -7.0% |
| 30D | -7.2% | +12.5% | -19.7% | -7.9% |
| 3M | -8.2% | +40.6% | -48.8% | -10.3% |
| 6M | -17.7% | +0.5% | -18.2% | -17.6% |
| YTD | -27.2% | +29.0% | -56.2% | -29.3% |
| 1Y | -63.0% | +43.8% | -106.8% | -64.6% |
| 3Y | -59.8% | +266.3% | -326.0% | -66.6% |
| 5Y | -55.8% | +255.1% | -310.9% | -65.6% |
| All | -55.8% | +252.7% | -308.5% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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