-55.5%
FIS vs AS
-3.0%
-52.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.9% | -3.3% | -5.9% |
| 7D | -3.5% | -3.6% | +0.1% | -3.3% |
| 30D | -19.4% | +3.4% | -22.8% | -20.1% |
| 3M | -31.6% | -8.6% | -23.0% | -31.1% |
| 6M | -32.5% | -10.0% | -22.5% | -32.1% |
| YTD | -56.0% | -19.2% | -36.8% | -54.7% |
| 1Y | -55.5% | -3.8% | -51.8% | -53.4% |
| All | -55.5% | -3.0% | -52.6% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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