-57.6%
FISV vs WTW
+61.9%
-119.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.1% | +5.4% | +5.4% |
| 7D | -2.7% | -5.7% | +3.0% | -0.3% |
| 30D | 0.0% | -7.3% | +7.3% | +3.1% |
| 3M | -2.8% | +21.5% | -24.3% | -10.6% |
| 6M | -11.8% | +9.6% | -21.5% | -16.2% |
| YTD | -23.2% | -3.3% | -19.9% | -24.0% |
| 1Y | -62.0% | -6.1% | -55.9% | -61.9% |
| 3Y | -57.6% | +61.8% | -119.5% | -61.9% |
| All | -57.6% | +61.9% | -119.5% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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