+148.0%
ADBE vs FIS
-39.9%
+187.9%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.5% | -3.0% |
| 7D | -12.9% | -8.9% | -4.0% | -8.7% |
| 30D | -5.6% | -9.9% | +4.3% | -0.5% |
| 3M | +6.6% | 0.0% | +6.6% | +6.7% |
| 6M | -9.6% | -22.9% | +13.3% | +3.0% |
| YTD | -28.9% | -40.9% | +12.0% | -7.7% |
| 1Y | -28.9% | -40.4% | +11.5% | -8.2% |
| 3Y | -55.6% | -25.4% | -30.2% | -51.2% |
| 5Y | -62.2% | -64.8% | +2.6% | -39.3% |
| All | +148.0% | -39.9% | +187.9% | +178.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling