-26.5%
FIS vs BBY
+38.4%
-64.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -2.0% | -3.1% |
| 7D | -9.1% | +1.2% | -10.3% | -9.3% |
| 30D | -10.4% | +6.8% | -17.2% | -11.8% |
| 3M | -3.7% | +18.7% | -22.4% | -7.2% |
| 6M | -24.8% | +37.3% | -62.1% | -30.0% |
| YTD | -41.6% | +35.3% | -76.9% | -45.5% |
| 1Y | -42.7% | +20.7% | -63.4% | -45.5% |
| All | -26.5% | +38.4% | -64.9% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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