-52.8%
FIS vs ACWI
+13.1%
-65.8%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +1.2% | +5.5% | +6.8% |
| 7D | +1.5% | -0.7% | +2.2% | +1.4% |
| 30D | -11.8% | -2.0% | -9.8% | -11.4% |
| 3M | -28.5% | -2.2% | -26.4% | -28.1% |
| 6M | -27.0% | +1.9% | -28.9% | -27.1% |
| YTD | -53.1% | +12.0% | -65.1% | -54.6% |
| 1Y | -52.8% | +12.5% | -65.3% | -54.4% |
| All | -52.8% | +13.1% | -65.8% | -54.4% |
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