+2.0%
FISV vs EOG
+121.1%
-119.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.4% |
| 7D | -2.7% | +1.5% | -4.2% | -3.0% |
| 30D | 0.0% | +2.9% | -2.9% | -0.7% |
| 3M | -2.8% | +8.7% | -11.5% | -4.7% |
| 6M | -11.8% | +12.9% | -24.7% | -14.5% |
| YTD | -23.2% | +43.8% | -67.0% | -29.3% |
| 1Y | -62.0% | +27.1% | -89.1% | -64.1% |
| 3Y | -57.6% | +25.9% | -83.5% | -60.5% |
| 5Y | -53.4% | +177.9% | -231.3% | -64.6% |
| All | +2.0% | +121.1% | -119.1% | -29.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling