+351.1%
CRWD vs FIS
-38.7%
+389.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.2% | -5.6% | -2.1% |
| 7D | +4.5% | +2.8% | +1.7% | +3.9% |
| 30D | -9.1% | -16.7% | +7.6% | -7.5% |
| 3M | +0.5% | -32.3% | +32.8% | +7.7% |
| 6M | +61.1% | -29.1% | +90.2% | +69.5% |
| YTD | +93.4% | -54.1% | +147.5% | +129.4% |
| 1Y | +71.1% | -53.7% | +124.8% | +102.4% |
| 3Y | +351.1% | -38.8% | +389.9% | +342.2% |
| All | +351.1% | -38.7% | +389.8% | +342.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling