+2.0%
FISV vs EQT
+50.4%
-48.4%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.6% | +7.0% | +5.6% |
| 7D | -2.7% | -2.0% | -0.7% | -2.5% |
| 30D | 0.0% | 0.0% | 0.0% | 0.0% |
| 3M | -2.8% | +5.9% | -8.7% | -3.5% |
| 6M | -11.8% | -14.8% | +3.0% | -10.4% |
| YTD | -23.2% | +1.8% | -25.0% | -23.6% |
| 1Y | -62.0% | +7.4% | -69.3% | -62.4% |
| 3Y | -57.6% | +33.6% | -91.2% | -59.4% |
| 5Y | -53.4% | +199.3% | -252.7% | -59.2% |
| All | +2.0% | +50.4% | -48.4% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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