+376.5%
FIS vs BEN
+386.5%
-10.0%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.5% | -4.4% | -2.4% |
| 7D | +1.1% | +0.2% | +0.9% | +0.9% |
| 30D | -2.2% | -0.5% | -1.7% | -2.1% |
| 3M | +2.1% | +9.7% | -7.6% | -2.1% |
| 6M | -14.7% | +33.9% | -48.6% | -25.2% |
| YTD | -35.7% | +49.0% | -84.7% | -46.1% |
| 1Y | -37.1% | +42.1% | -79.2% | -46.4% |
| 3Y | -20.0% | +51.9% | -71.9% | -35.7% |
| 5Y | -62.1% | +39.0% | -101.2% | -69.2% |
| 10Y | -37.4% | +57.9% | -95.2% | -56.5% |
| All | +376.5% | +386.5% | -10.0% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 all: compounded portfolio wealth divided by compounded BEN 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…
all analysis · Full analysis span regression · 6 months rolling