+417.4%
WDC vs FISV
-61.2%
+478.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +0.5% | +5.4% | +6.1% |
| 7D | +1.7% | -0.3% | +2.1% | +1.6% |
| 30D | -10.0% | -2.1% | -7.9% | -10.7% |
| 3M | -18.8% | -5.7% | -13.0% | -18.1% |
| 6M | +79.0% | -15.3% | +94.4% | +76.4% |
| YTD | +171.6% | -21.1% | +192.6% | +164.0% |
| 1Y | +417.4% | -61.1% | +478.5% | +330.7% |
| All | +417.4% | -61.2% | +478.6% | +330.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling