-55.8%
FISV vs EAT
+308.2%
-363.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.6% |
| 7D | -7.2% | -6.2% | -1.0% | -6.1% |
| 30D | -7.2% | -3.0% | -4.2% | -7.0% |
| 3M | -8.2% | +45.6% | -53.8% | -15.1% |
| 6M | -17.7% | +53.5% | -71.2% | -25.3% |
| YTD | -27.2% | +49.6% | -76.7% | -33.8% |
| 1Y | -63.0% | +38.9% | -101.9% | -65.9% |
| 3Y | -59.8% | +589.7% | -649.4% | -72.7% |
| 5Y | -55.8% | +318.7% | -374.5% | -68.9% |
| All | -55.8% | +308.2% | -363.9% | -68.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling