+13,416.2%
FISV vs WST
+15,134.9%
-1,718.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +3.4% |
| 7D | +1.4% | +4.2% | -2.8% | +0.3% |
| 30D | +38.4% | +11.2% | +27.2% | +34.3% |
| 3M | +14.9% | +20.4% | -5.5% | +9.0% |
| 6M | +21.8% | +37.9% | -16.1% | +10.8% |
| YTD | -5.0% | +51.8% | -56.8% | -16.6% |
| 1Y | -1.2% | +56.6% | -57.8% | -14.0% |
| 3Y | -47.5% | +24.2% | -71.7% | -55.1% |
| 5Y | -36.7% | +0.7% | -37.4% | -43.9% |
| 10Y | +26.9% | +456.3% | -429.4% | -36.5% |
| All | +13,416.2% | +15,134.9% | -1,718.7% | +3,263.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling