-26.5%
FIS vs AU
+604.2%
-630.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.6% | -4.1% | -3.4% |
| 7D | -9.1% | +0.6% | -9.7% | -9.1% |
| 30D | -10.4% | +12.3% | -22.7% | -10.2% |
| 3M | -3.7% | +29.4% | -33.0% | -3.2% |
| 6M | -24.8% | +3.2% | -28.0% | -24.4% |
| YTD | -41.6% | +31.8% | -73.4% | -41.7% |
| 1Y | -42.7% | +83.4% | -126.1% | -43.5% |
| All | -26.5% | +604.2% | -630.6% | -35.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling