+10,269.2%
FISV vs EQT
+2,995.6%
+7,273.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | -7.2% | -1.2% | -6.0% | -7.0% |
| 30D | -7.2% | +1.1% | -8.3% | -7.4% |
| 3M | -8.2% | +4.8% | -13.0% | -9.1% |
| 6M | -17.7% | -10.6% | -7.1% | -16.2% |
| YTD | -27.2% | +3.4% | -30.6% | -28.0% |
| 1Y | -63.0% | +8.7% | -71.6% | -63.8% |
| 3Y | -59.8% | +35.0% | -94.7% | -62.9% |
| 5Y | -55.8% | +204.2% | -260.0% | -66.5% |
| 10Y | -2.4% | +52.5% | -54.9% | -24.7% |
| All | +10,269.2% | +2,995.6% | +7,273.6% | +4,176.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling