+13,441.6%
FISV vs WST
+15,004.7%
-1,563.1%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.8% | +0.9% |
| 7D | +3.0% | +1.1% | +1.9% | +2.6% |
| 30D | +38.8% | +12.4% | +26.4% | +34.2% |
| 3M | +21.2% | +17.6% | +3.6% | +15.6% |
| 6M | +17.5% | +28.3% | -10.8% | +9.1% |
| YTD | -4.9% | +50.5% | -55.4% | -16.3% |
| 1Y | -0.6% | +49.4% | -49.9% | -12.4% |
| 3Y | -47.4% | +21.9% | -69.3% | -54.7% |
| 5Y | -36.0% | +0.4% | -36.4% | -43.3% |
| 10Y | +27.1% | +451.5% | -424.4% | -36.2% |
| All | +13,441.6% | +15,004.7% | -1,563.1% | +3,277.4% |
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 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