-61.1%
FISV vs WSM
+19.9%
-80.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | 0.0% |
| 7D | -0.3% | -3.3% | +2.9% | +0.5% |
| 30D | -2.1% | -8.4% | +6.3% | +0.1% |
| 3M | -5.7% | +9.7% | -15.4% | -8.4% |
| 6M | -15.3% | +16.7% | -32.0% | -19.1% |
| YTD | -21.1% | +28.7% | -49.8% | -28.1% |
| 1Y | -61.1% | +13.7% | -74.7% | -62.6% |
| All | -61.1% | +19.9% | -80.9% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling