+3,433.3%
FISV vs WWD
+15,408.5%
-11,975.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.2% |
| 7D | -0.3% | +1.3% | -1.6% | -0.7% |
| 30D | -2.1% | -7.2% | +5.1% | -0.3% |
| 3M | -5.7% | -3.8% | -1.9% | -5.5% |
| 6M | -15.3% | -9.9% | -5.4% | -14.3% |
| YTD | -21.1% | +14.8% | -35.9% | -25.6% |
| 1Y | -61.1% | +42.1% | -103.2% | -65.7% |
| 3Y | -56.8% | +170.8% | -227.6% | -68.7% |
| 5Y | -54.2% | +197.5% | -251.7% | -68.1% |
| 10Y | +1.6% | +477.8% | -476.2% | -43.2% |
| All | +3,433.3% | +15,408.5% | -11,975.2% | +856.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling