-71.4%
FIS vs ACWI
+54.8%
-126.2%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -25.5% | -2.4% | -23.1% | -24.4% |
| 30D | -15.1% | -5.2% | -9.9% | -11.8% |
| 3M | -32.1% | -4.8% | -27.3% | -29.8% |
| 6M | -36.1% | -1.3% | -34.7% | -36.4% |
| YTD | -55.4% | +8.4% | -63.8% | -59.6% |
| 1Y | -53.9% | +11.0% | -64.9% | -59.2% |
| 3Y | -39.8% | +70.6% | -110.3% | -67.0% |
| All | -71.4% | +54.8% | -126.2% | -83.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling