-62.0%
FISV vs WWD
+41.6%
-103.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.1% | +5.6% |
| 7D | -2.7% | -2.6% | -0.1% | -3.0% |
| 30D | 0.0% | -6.9% | +7.0% | -0.9% |
| 3M | -2.8% | -13.0% | +10.3% | -4.5% |
| 6M | -11.8% | -12.5% | +0.6% | -13.3% |
| YTD | -23.2% | +11.8% | -35.1% | -20.3% |
| 1Y | -62.0% | +41.1% | -103.0% | -59.0% |
| All | -62.0% | +41.6% | -103.5% | -59.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 1y: compounded portfolio wealth divided by compounded WWD 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…
1y analysis · Full analysis span regression · 6 months rolling