-40.9%
FIS vs ALL
+359.1%
-399.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.5% | -3.4% |
| 7D | -9.1% | -2.2% | -6.9% | -8.1% |
| 30D | -10.4% | -5.6% | -4.9% | -8.0% |
| 3M | -3.7% | +17.2% | -20.9% | -10.8% |
| 6M | -24.8% | +23.2% | -48.0% | -32.0% |
| YTD | -41.6% | +23.6% | -65.2% | -47.5% |
| 1Y | -42.7% | +29.2% | -71.9% | -49.8% |
| 3Y | -26.2% | +153.8% | -180.1% | -55.9% |
| 5Y | -66.1% | +116.1% | -182.2% | -78.8% |
| 10Y | -40.9% | +364.8% | -405.7% | -73.0% |
| All | -40.9% | +359.1% | -399.9% | -73.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ALL 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling