-30.4%
CMCSA vs FIS
-22.6%
-7.7%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.9% | +5.3% | +1.0% |
| 7D | +0.1% | -3.5% | +3.6% | +1.0% |
| 30D | +3.8% | -7.8% | +11.7% | +6.0% |
| 3M | +12.3% | +0.8% | +11.5% | +12.1% |
| 6M | -15.4% | -21.9% | +6.5% | -10.4% |
| YTD | -2.5% | -39.5% | +37.0% | +10.5% |
| 1Y | -13.4% | -41.0% | +27.6% | -1.2% |
| 3Y | -30.4% | -23.6% | -6.7% | -31.7% |
| All | -30.4% | -22.6% | -7.7% | -31.7% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling