-55.0%
FIS vs AS
+8.1%
-63.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +3.1% | -4.5% | -1.6% |
| 7D | -29.4% | +5.8% | -35.3% | -29.7% |
| 30D | -16.7% | +15.4% | -32.1% | -18.2% |
| 3M | -33.0% | -11.9% | -21.1% | -32.0% |
| 6M | -33.3% | -9.9% | -23.4% | -32.7% |
| YTD | -56.0% | -13.1% | -42.9% | -54.9% |
| All | -55.0% | +8.1% | -63.1% | -52.8% |
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