+12.5%
WFC vs FISV
-63.2%
+75.7%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.6% | -0.8% | -0.3% |
| 7D | +0.3% | -7.2% | +7.5% | +0.9% |
| 30D | +2.3% | -7.2% | +9.5% | +2.9% |
| 3M | +9.8% | -8.2% | +17.9% | +10.3% |
| 6M | +15.6% | -17.7% | +33.2% | +16.8% |
| YTD | -2.4% | -27.2% | +24.7% | -0.7% |
| All | +12.5% | -63.2% | +75.7% | +20.7% |
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