-51.1%
FIS vs BTDR
-69.9%
+18.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -5.6% | -18.0% | -23.8% |
| 7D | -18.4% | -17.6% | -0.9% | -18.8% |
| 30D | -11.4% | -40.3% | +28.9% | -12.4% |
| 3M | -32.0% | -42.6% | +10.6% | -32.7% |
| 6M | -35.6% | -46.3% | +10.7% | -36.4% |
| YTD | -53.8% | -41.7% | -12.0% | -53.9% |
| 1Y | -51.1% | -69.4% | +18.3% | -51.1% |
| All | -51.1% | -69.9% | +18.8% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 BTDR 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