+6.5%
ABNB vs FIS
-64.6%
+71.1%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.9% | +1.8% | -1.5% |
| 7D | -4.4% | -3.5% | -0.9% | -2.9% |
| 30D | -2.0% | -7.8% | +5.9% | +1.5% |
| 3M | +29.8% | +0.8% | +29.0% | +29.0% |
| 6M | +31.0% | -21.9% | +52.9% | +44.4% |
| YTD | +28.6% | -39.5% | +68.1% | +58.2% |
| 1Y | +40.1% | -41.0% | +81.0% | +73.7% |
| 3Y | +19.7% | -23.6% | +43.3% | +28.4% |
| 5Y | +6.5% | -65.6% | +72.1% | +57.9% |
| All | +6.5% | -64.6% | +71.1% | +57.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling