+8,627.7%
WFC vs FISV
+11,002.6%
-2,374.9%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.7% |
| 7D | +3.8% | -0.3% | +4.1% | +3.9% |
| 30D | +1.5% | -2.1% | +3.5% | +1.9% |
| 3M | +10.9% | -5.7% | +16.6% | +12.1% |
| 6M | +8.4% | -15.3% | +23.8% | +13.1% |
| YTD | -1.9% | -21.1% | +19.2% | +4.4% |
| 1Y | +12.3% | -61.1% | +73.4% | +44.1% |
| 3Y | +132.3% | -56.8% | +189.2% | +179.5% |
| 5Y | +130.1% | -54.2% | +184.2% | +168.3% |
| 10Y | +134.4% | +1.6% | +132.8% | +109.0% |
| All | +8,627.7% | +11,002.6% | -2,374.9% | +3,058.7% |
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 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