-37.4%
FISV vs EAT
+363.9%
-401.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.6% |
| 7D | +1.4% | -4.0% | +5.4% | +2.2% |
| 30D | +38.4% | -2.9% | +41.3% | +38.7% |
| 3M | +14.9% | -16.9% | +31.8% | +18.2% |
| 6M | +21.8% | +57.0% | -35.2% | +10.0% |
| YTD | -5.0% | +38.2% | -43.2% | -12.9% |
| 1Y | -1.2% | +69.3% | -70.4% | -13.5% |
| 3Y | -47.5% | +483.0% | -530.5% | -63.5% |
| All | -37.4% | +363.9% | -401.3% | -56.1% |
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