+10,209.8%
FISV vs EOG
+7,509.9%
+2,700.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.1% | -5.5% | -4.5% |
| 7D | -6.4% | -1.3% | -5.1% | -6.2% |
| 30D | -6.8% | +3.4% | -10.2% | -7.5% |
| 3M | -10.0% | +7.8% | -17.8% | -11.4% |
| 6M | -20.6% | +13.4% | -34.0% | -22.8% |
| YTD | -27.6% | +43.5% | -71.1% | -32.6% |
| 1Y | -64.3% | +29.7% | -94.0% | -66.2% |
| 3Y | -60.0% | +23.2% | -83.2% | -62.2% |
| 5Y | -57.7% | +176.4% | -234.1% | -66.3% |
| 10Y | -3.0% | +119.1% | -122.1% | -25.5% |
| All | +10,209.8% | +7,509.9% | +2,700.0% | +5,100.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling