+139.2%
ADI vs FIS
-40.9%
+180.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -6.3% | -27.4% | +21.1% | -3.0% |
| 30D | -3.2% | -16.8% | +13.7% | -1.7% |
| 3M | +2.8% | -32.6% | +35.4% | +7.5% |
| 6M | -5.0% | -33.4% | +28.4% | -0.9% |
| YTD | +46.3% | -56.0% | +102.4% | +77.1% |
| 1Y | +71.6% | -55.1% | +126.7% | +105.8% |
| 3Y | +139.2% | -41.4% | +180.6% | +153.0% |
| All | +139.2% | -40.9% | +180.0% | +153.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling