+11,131.7%
FISV vs EIX
+1,083.9%
+10,047.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | -0.3% | -19.1% | +18.8% | +3.5% |
| 30D | -2.1% | -16.9% | +14.9% | +0.9% |
| 3M | -5.7% | -20.0% | +14.3% | -2.1% |
| 6M | -15.3% | -21.3% | +6.0% | -12.0% |
| YTD | -21.1% | -1.7% | -19.4% | -22.3% |
| 1Y | -61.1% | +9.6% | -70.6% | -62.6% |
| 3Y | -56.8% | -3.7% | -53.2% | -58.0% |
| 5Y | -54.2% | +22.6% | -76.8% | -58.1% |
| 10Y | +1.6% | +17.7% | -16.1% | -8.6% |
| All | +11,131.7% | +1,083.9% | +10,047.7% | +6,473.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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