+293.4%
WBD vs FISV
+349.6%
-56.2%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.6% | +1.2% |
| 7D | -1.7% | -6.4% | +4.7% | +1.2% |
| 30D | +3.9% | -6.8% | +10.7% | +6.8% |
| 3M | +5.1% | -10.0% | +15.0% | +8.5% |
| 6M | +0.6% | -20.6% | +21.2% | +8.8% |
| YTD | -3.2% | -27.6% | +24.4% | +8.6% |
| 1Y | +127.7% | -64.3% | +192.0% | +227.8% |
| 3Y | +146.6% | -60.0% | +206.5% | +214.0% |
| 5Y | +4.2% | -57.7% | +61.9% | +27.5% |
| 10Y | +13.7% | -3.0% | +16.7% | -21.7% |
| All | +293.4% | +349.6% | -56.2% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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