+10,209.8%
FISV vs WY
+673.4%
+9,536.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.2% |
| 7D | -6.4% | -1.7% | -4.7% | -5.9% |
| 30D | -6.8% | -9.9% | +3.0% | -3.6% |
| 3M | -10.0% | -7.5% | -2.4% | -7.8% |
| 6M | -20.6% | -5.1% | -15.5% | -19.7% |
| YTD | -27.6% | -2.1% | -25.5% | -27.7% |
| 1Y | -64.3% | -7.3% | -57.0% | -63.6% |
| 3Y | -60.0% | -22.6% | -37.3% | -57.3% |
| 5Y | -57.7% | -19.8% | -37.9% | -55.8% |
| 10Y | -3.0% | +9.6% | -12.5% | -13.5% |
| All | +10,209.8% | +673.4% | +9,536.5% | +5,480.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling