-57.6%
FISV vs EOSE
+42.6%
-100.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EOSE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.0% | +6.4% | +5.4% |
| 7D | -2.7% | +1.8% | -4.5% | -2.7% |
| 30D | 0.0% | -6.8% | +6.9% | +0.1% |
| 3M | -2.8% | -36.3% | +33.5% | -2.1% |
| 6M | -11.8% | -38.8% | +26.9% | -11.6% |
| YTD | -23.2% | -65.5% | +42.3% | -22.3% |
| 1Y | -62.0% | -45.3% | -16.7% | -61.9% |
| 3Y | -57.6% | +44.2% | -101.8% | -59.6% |
| All | -57.6% | +42.6% | -100.2% | -59.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling