+143.8%
EWY vs FIS
-41.7%
+185.5%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.2% | -5.4% | -3.8% |
| 7D | +1.2% | -8.9% | +10.1% | -1.8% |
| 30D | +9.3% | -9.9% | +19.2% | +5.7% |
| 3M | +2.4% | 0.0% | +2.5% | +2.4% |
| 6M | +40.3% | -22.9% | +63.2% | +37.6% |
| YTD | +88.0% | -40.9% | +128.9% | +81.4% |
| 1Y | +143.8% | -40.4% | +184.2% | +138.0% |
| All | +143.8% | -41.7% | +185.5% | +138.0% |
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