+135.9%
WMT vs FISV
-53.5%
+189.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +5.4% | -4.1% | +0.8% |
| 7D | 0.0% | -2.7% | +2.7% | +0.2% |
| 30D | -7.4% | 0.0% | -7.5% | -7.5% |
| 3M | -10.9% | -2.8% | -8.1% | -10.8% |
| 6M | -12.7% | -11.8% | -0.9% | -12.0% |
| YTD | -3.2% | -23.2% | +20.0% | -1.2% |
| 1Y | +5.3% | -62.0% | +67.3% | +15.4% |
| 3Y | +101.9% | -57.6% | +159.5% | +114.9% |
| All | +135.9% | -53.5% | +189.4% | +143.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling