+31.0%
AAPL vs FIS
-53.6%
+84.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.2% | -3.8% | +0.3% |
| 7D | +4.1% | +2.8% | +1.3% | +4.0% |
| 30D | +4.0% | -16.7% | +20.7% | +2.9% |
| 3M | +16.8% | -32.3% | +49.1% | +19.2% |
| 6M | +19.4% | -29.1% | +48.5% | +20.6% |
| YTD | +31.5% | -54.1% | +85.6% | +41.9% |
| 1Y | +31.0% | -53.7% | +84.7% | +40.9% |
| All | +31.0% | -53.6% | +84.5% | +40.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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