-56.5%
FISV vs WST
-25.8%
-30.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.4% | -3.9% |
| 7D | -1.6% | -0.3% | -1.3% | -1.5% |
| 30D | -3.0% | -4.6% | +1.7% | -2.3% |
| 3M | -3.5% | +5.7% | -9.2% | -4.5% |
| 6M | -19.4% | +37.6% | -57.0% | -23.9% |
| YTD | -24.3% | +23.0% | -47.3% | -27.3% |
| 1Y | -62.4% | +33.8% | -96.2% | -64.5% |
| 3Y | -58.2% | -13.4% | -44.8% | -58.8% |
| 5Y | -56.5% | -27.0% | -29.6% | -59.4% |
| All | -56.5% | -25.8% | -30.8% | -59.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling