-40.9%
FIS vs EAT
+370.1%
-410.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.2% | -0.2% | -2.9% |
| 7D | -9.1% | -6.8% | -2.3% | -7.9% |
| 30D | -10.4% | -5.4% | -5.1% | -9.8% |
| 3M | -3.7% | +42.8% | -46.4% | -9.9% |
| 6M | -24.8% | +56.5% | -81.3% | -31.4% |
| YTD | -41.6% | +50.0% | -91.6% | -46.5% |
| 1Y | -42.7% | +38.3% | -81.0% | -47.0% |
| 3Y | -26.2% | +591.6% | -617.9% | -51.5% |
| 5Y | -66.1% | +312.6% | -378.8% | -76.4% |
| 10Y | -40.9% | +381.4% | -422.3% | -66.5% |
| All | -40.9% | +370.1% | -410.9% | -66.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded EAT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling