-63.9%
FISV vs EAT
+39.2%
-103.1%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | -7.2% | -6.2% | -1.0% | -5.8% |
| 30D | -7.2% | -3.0% | -4.2% | -7.0% |
| 3M | -8.2% | +45.6% | -53.8% | -18.3% |
| 6M | -17.7% | +53.5% | -71.2% | -29.1% |
| YTD | -27.2% | +49.6% | -76.7% | -38.1% |
| All | -63.9% | +39.2% | -103.1% | -67.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling