+43,135.4%
AMZN vs FIS
+224.4%
+42,911.0%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | +8.0% | -27.4% | +35.4% | +20.0% |
| 30D | +3.2% | -16.8% | +20.0% | +7.8% |
| 3M | -2.6% | -32.6% | +30.0% | +10.6% |
| 6M | -0.7% | -33.4% | +32.7% | +12.4% |
| YTD | +17.4% | -56.0% | +73.4% | +56.7% |
| 1Y | +9.0% | -55.1% | +64.1% | +44.3% |
| 3Y | +88.7% | -41.4% | +130.1% | +115.1% |
| 5Y | +55.6% | -72.7% | +128.2% | +138.1% |
| 10Y | +629.7% | -55.5% | +685.2% | +737.5% |
| All | +43,135.4% | +224.4% | +42,911.0% | +18,262.4% |
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