-61.1%
FISV vs EOSE
-49.1%
-12.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +10.9% | -10.3% | +0.3% |
| 7D | -0.3% | +19.0% | -19.4% | -0.8% |
| 30D | -2.1% | +1.6% | -3.6% | -2.2% |
| 3M | -5.7% | -52.0% | +46.2% | -4.0% |
| 6M | -15.3% | -42.5% | +27.2% | -15.1% |
| YTD | -21.1% | -66.1% | +45.0% | -20.4% |
| 1Y | -61.1% | -47.1% | -13.9% | -60.4% |
| All | -61.1% | -49.1% | -12.0% | -60.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EOSE.
Daily Out/Under-Performance
Portfolio return minus EOSE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOSE 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 EOSE 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