-72.7%
FIS vs ACWI
+59.2%
-131.8%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | -27.4% | -0.2% | -27.2% | -27.7% |
| 30D | -16.8% | -3.3% | -13.6% | -15.1% |
| 3M | -32.6% | -3.4% | -29.2% | -31.2% |
| 6M | -33.4% | +0.8% | -34.2% | -34.9% |
| YTD | -56.0% | +10.7% | -66.7% | -60.9% |
| 1Y | -55.1% | +11.6% | -66.7% | -60.4% |
| 3Y | -41.4% | +73.4% | -114.8% | -68.4% |
| 5Y | -72.7% | +60.2% | -132.8% | -84.5% |
| All | -72.7% | +59.2% | -131.8% | -84.5% |
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 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