+42,587.9%
AMZN vs FIS
+225.0%
+42,363.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.1% | +6.6% | +2.9% |
| 7D | +2.8% | -3.5% | +6.3% | +3.9% |
| 30D | +3.4% | -19.4% | +22.9% | +9.2% |
| 3M | +0.1% | -31.6% | +31.6% | +12.6% |
| 6M | +0.6% | -32.5% | +33.1% | +12.9% |
| YTD | +15.9% | -56.0% | +71.8% | +54.2% |
| 1Y | +9.5% | -55.5% | +65.1% | +45.1% |
| 3Y | +86.3% | -41.3% | +127.6% | +111.6% |
| 5Y | +51.7% | -72.3% | +124.0% | +130.0% |
| 10Y | +623.8% | -55.0% | +678.7% | +723.9% |
| All | +42,587.9% | +225.0% | +42,363.0% | +17,964.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling