+1,325.8%
CRWD vs FIS
-63.2%
+1,389.0%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -3.0% | -7.9% | +4.9% | 0.0% |
| 30D | -6.8% | -8.0% | +1.2% | -4.0% |
| 3M | +19.6% | +0.6% | +19.0% | +17.8% |
| 6M | +87.1% | -22.2% | +109.3% | +103.6% |
| YTD | +76.4% | -40.8% | +117.2% | +113.5% |
| 1Y | +90.8% | -41.5% | +132.3% | +131.2% |
| 3Y | +380.0% | -25.5% | +405.5% | +410.5% |
| 5Y | +215.6% | -64.8% | +280.4% | +357.9% |
| All | +1,325.8% | -63.2% | +1,389.0% | +1,641.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling