-53.1%
FISV vs WY
-22.2%
-30.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.3% | +5.1% | +5.3% |
| 7D | -2.7% | -4.2% | +1.5% | -1.0% |
| 30D | 0.0% | -10.1% | +10.1% | +4.3% |
| 3M | -2.8% | -8.5% | +5.7% | +0.4% |
| 6M | -11.8% | -3.3% | -8.5% | -11.4% |
| YTD | -23.2% | -4.4% | -18.8% | -22.9% |
| 1Y | -62.0% | -11.5% | -50.5% | -60.4% |
| 3Y | -57.6% | -24.3% | -33.3% | -53.9% |
| All | -53.1% | -22.2% | -30.9% | -50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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