+13,416.2%
FISV vs EAT
+10,017.9%
+3,398.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +38.8% |
| 3M | +14.9% | -16.9% | +31.8% | +18.5% |
| 6M | +21.8% | +57.0% | -35.2% | +9.6% |
| YTD | -5.0% | +38.2% | -43.2% | -13.2% |
| 1Y | -1.2% | +69.3% | -70.4% | -13.6% |
| 3Y | -47.5% | +483.0% | -530.5% | -65.1% |
| 5Y | -36.7% | +364.1% | -400.9% | -57.9% |
| 10Y | +26.9% | +320.8% | -293.9% | -26.7% |
| All | +13,416.2% | +10,017.9% | +3,398.3% | +3,846.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling