+416.9%
FISV vs WTW
+1,101.3%
-684.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | 0.0% | +0.3% |
| 7D | -7.2% | -7.8% | +0.6% | -3.9% |
| 30D | -7.2% | -7.9% | +0.7% | -4.0% |
| 3M | -8.2% | +19.9% | -28.1% | -15.1% |
| 6M | -17.7% | +9.8% | -27.5% | -21.3% |
| YTD | -27.2% | -3.3% | -23.8% | -27.1% |
| 1Y | -63.0% | -3.3% | -59.7% | -62.9% |
| 3Y | -59.8% | +61.5% | -121.3% | -67.8% |
| 5Y | -55.8% | +42.6% | -98.4% | -62.9% |
| 10Y | -2.4% | +197.1% | -199.5% | -39.6% |
| All | +416.9% | +1,101.3% | -684.4% | +110.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling