-55.5%
FIS vs ACWI
+220.7%
-276.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | -27.4% | -0.2% | -27.2% | -27.8% |
| 30D | -16.8% | -3.3% | -13.6% | -14.9% |
| 3M | -32.6% | -3.4% | -29.2% | -31.0% |
| 6M | -33.4% | +0.8% | -34.2% | -35.1% |
| YTD | -56.0% | +10.7% | -66.7% | -61.3% |
| 1Y | -55.1% | +11.6% | -66.7% | -60.9% |
| 3Y | -41.4% | +73.4% | -114.8% | -68.7% |
| 5Y | -72.7% | +60.2% | -132.8% | -84.0% |
| 10Y | -55.5% | +221.6% | -277.0% | -86.1% |
| All | -55.5% | +220.7% | -276.2% | -86.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling