+113.2%
WDC vs FISV
-4.0%
+117.2%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +6.2% | -13.0% | -3.8% |
| 7D | -18.3% | +29.6% | -48.0% | -7.0% |
| 30D | -26.7% | +34.5% | -61.2% | -14.8% |
| 3M | -40.9% | +11.2% | -52.2% | -38.2% |
| 6M | -26.8% | -1.2% | -25.5% | -19.8% |
| YTD | +88.2% | -7.6% | +95.8% | +98.7% |
| 1Y | +113.2% | -3.7% | +116.9% | +125.0% |
| All | +113.2% | -4.0% | +117.2% | +125.0% |
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