-49.4%
FISV vs WST
+22.8%
-72.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.4% | -3.7% |
| 7D | -2.0% | +4.9% | -6.8% | -2.3% |
| 30D | +31.8% | +10.7% | +21.1% | +30.7% |
| 3M | +19.3% | +16.8% | +2.5% | +17.7% |
| 6M | +12.1% | +32.0% | -19.9% | +9.4% |
| YTD | -8.4% | +49.9% | -58.4% | -11.9% |
| 1Y | -4.5% | +50.6% | -55.1% | -8.2% |
| All | -49.4% | +22.8% | -72.2% | -52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 3y: compounded portfolio wealth divided by compounded WST 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…
3y analysis · Full analysis span regression · 6 months rolling