-3.7%
FISV vs EOG
+45.9%
-49.6%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.2% | +11.5% | +6.1% |
| 7D | +29.6% | -8.6% | +38.3% | +29.4% |
| 30D | +34.5% | +2.8% | +31.7% | +33.5% |
| 3M | +11.2% | +3.2% | +8.1% | +10.3% |
| 6M | -1.2% | +5.3% | -6.5% | -2.6% |
| YTD | -7.6% | +44.5% | -52.1% | -11.4% |
| 1Y | -3.7% | +44.2% | -47.9% | -9.4% |
| All | -3.7% | +45.9% | -49.6% | -9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 1y: compounded portfolio wealth divided by compounded EOG 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…
1y analysis · Full analysis span regression · 6 months rolling