-59.8%
FISV vs EOG
+22.6%
-82.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.3% | +0.5% |
| 7D | -7.2% | +1.0% | -8.2% | -7.3% |
| 30D | -7.2% | +2.8% | -10.0% | -7.5% |
| 3M | -8.2% | +5.9% | -14.1% | -9.0% |
| 6M | -17.7% | +17.1% | -34.8% | -19.6% |
| YTD | -27.2% | +43.9% | -71.1% | -31.0% |
| 1Y | -63.0% | +26.9% | -89.9% | -64.3% |
| All | -59.8% | +22.6% | -82.4% | -61.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling