-3.7%
FISV vs WSM
+44.0%
-47.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +6.5% | -0.2% | +4.8% |
| 7D | +29.6% | +8.0% | +21.7% | +27.3% |
| 30D | +34.5% | +13.5% | +21.0% | +30.7% |
| 3M | +11.2% | +8.8% | +2.4% | +9.0% |
| 6M | -1.2% | +54.7% | -55.9% | -10.2% |
| YTD | -7.6% | +53.3% | -60.9% | -15.4% |
| 1Y | -3.7% | +41.1% | -44.8% | -9.1% |
| All | -3.7% | +44.0% | -47.7% | -9.1% |
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