+10,678.2%
FISV vs EAT
+11,250.4%
-572.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.4% | -0.7% | -3.4% |
| 7D | -1.6% | -4.9% | +3.3% | -0.6% |
| 30D | -3.0% | -1.2% | -1.8% | -3.1% |
| 3M | -3.5% | +52.2% | -55.8% | -11.9% |
| 6M | -19.4% | +65.0% | -84.4% | -28.2% |
| YTD | -24.3% | +55.0% | -79.3% | -31.9% |
| 1Y | -62.4% | +42.1% | -104.5% | -65.4% |
| 3Y | -58.2% | +614.7% | -672.9% | -73.2% |
| 5Y | -56.5% | +322.7% | -379.3% | -70.4% |
| 10Y | -0.5% | +382.0% | -382.6% | -43.8% |
| All | +10,678.2% | +11,250.4% | -572.2% | +2,991.2% |
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