+145.3%
DAL vs FIS
-38.3%
+183.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.3% |
| 7D | +0.1% | +1.1% | -1.0% | -0.4% |
| 30D | -13.9% | -2.2% | -11.7% | -13.0% |
| 3M | +1.1% | +2.1% | -1.1% | -0.9% |
| 6M | +26.2% | -14.7% | +40.9% | +34.5% |
| YTD | +16.4% | -35.7% | +52.1% | +44.8% |
| 1Y | +33.9% | -37.1% | +70.9% | +67.6% |
| 3Y | +93.4% | -20.0% | +113.4% | +106.6% |
| 5Y | +106.4% | -62.1% | +168.5% | +231.4% |
| All | +145.3% | -38.3% | +183.6% | +214.7% |
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 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