+13.0%
WMB vs FIS
-54.5%
+67.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.4% | +5.1% | +3.6% |
| 7D | -6.7% | -29.4% | +22.8% | -8.3% |
| 30D | -8.6% | -16.7% | +8.2% | -7.5% |
| 3M | -4.9% | -33.0% | +28.0% | -6.9% |
| 6M | -6.3% | -33.3% | +27.0% | -8.0% |
| YTD | +13.0% | -56.0% | +69.0% | +2.8% |
| All | +13.0% | -54.5% | +67.5% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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