+370.9%
FISV vs WPM
+5,972.6%
-5,601.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.0% |
| 7D | -1.6% | +7.0% | -8.6% | -2.2% |
| 30D | -3.0% | +15.7% | -18.7% | -4.3% |
| 3M | -3.5% | +35.2% | -38.7% | -6.5% |
| 6M | -19.4% | +6.1% | -25.5% | -20.4% |
| YTD | -24.3% | +32.6% | -56.8% | -27.0% |
| 1Y | -62.4% | +46.9% | -109.3% | -64.2% |
| 3Y | -58.2% | +276.3% | -334.5% | -64.0% |
| 5Y | -56.5% | +260.0% | -316.5% | -62.7% |
| 10Y | -0.5% | +508.5% | -509.1% | -20.9% |
| All | +370.9% | +5,972.6% | -5,601.7% | +170.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling