-38.4%
FIS vs ACWI
+70.4%
-108.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.8% | +2.6% | +0.5% |
| 7D | -21.2% | -4.0% | -17.1% | -19.9% |
| 30D | -12.1% | -5.8% | -6.2% | -9.7% |
| 3M | -30.6% | -5.0% | -25.6% | -29.1% |
| 6M | -35.5% | +0.7% | -36.2% | -36.6% |
| YTD | -54.4% | +8.4% | -62.8% | -57.4% |
| 1Y | -52.9% | +10.1% | -63.0% | -56.5% |
| All | -38.4% | +70.4% | -108.8% | -63.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling