-53.1%
FISV vs WWD
+184.1%
-237.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.4% | +4.1% | +5.2% |
| 7D | -2.7% | -2.6% | -0.1% | -2.2% |
| 30D | 0.0% | -6.9% | +7.0% | +1.3% |
| 3M | -2.8% | -13.0% | +10.3% | -0.8% |
| 6M | -11.8% | -12.5% | +0.6% | -10.6% |
| YTD | -23.2% | +11.8% | -35.1% | -26.8% |
| 1Y | -62.0% | +41.1% | -103.0% | -66.3% |
| 3Y | -57.6% | +163.1% | -220.7% | -70.2% |
| All | -53.1% | +184.1% | -237.3% | -70.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling