-51.1%
FIS vs ACWI
+14.9%
-66.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +1.7% | -25.3% | -23.5% |
| 7D | -18.4% | -0.5% | -18.0% | -18.1% |
| 30D | -11.4% | -1.6% | -9.7% | -10.8% |
| 3M | -32.0% | -1.3% | -30.6% | -31.6% |
| 6M | -35.6% | +5.8% | -41.4% | -36.6% |
| YTD | -53.8% | +12.7% | -66.5% | -55.4% |
| 1Y | -51.1% | +15.0% | -66.1% | -53.3% |
| All | -51.1% | +14.9% | -66.0% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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