+360.5%
BE vs FIS
-37.2%
+397.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.9% | +8.3% | +6.7% |
| 7D | +20.0% | +1.1% | +18.9% | +20.8% |
| 30D | +7.9% | -2.2% | +10.1% | +6.4% |
| 3M | -13.2% | +2.1% | -15.4% | -9.7% |
| 6M | +53.5% | -14.7% | +68.1% | +43.5% |
| YTD | +191.0% | -35.7% | +226.7% | +119.4% |
| 1Y | +360.5% | -37.1% | +397.6% | +262.0% |
| All | +360.5% | -37.2% | +397.7% | +262.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling