-40.2%
FIS vs BUD
-23.5%
-16.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.8% | -5.1% | -5.6% |
| 7D | -3.5% | +0.8% | -4.2% | -3.7% |
| 30D | -7.8% | -4.8% | -3.0% | -6.1% |
| 3M | +0.8% | +1.4% | -0.5% | +0.3% |
| 6M | -21.9% | +9.9% | -31.8% | -25.1% |
| YTD | -39.5% | +26.3% | -65.8% | -45.3% |
| 1Y | -41.0% | +36.1% | -77.1% | -48.2% |
| 3Y | -23.6% | +48.6% | -72.2% | -36.6% |
| 5Y | -65.6% | +45.0% | -110.6% | -71.6% |
| 10Y | -40.2% | -23.1% | -17.1% | -48.0% |
| All | -40.2% | -23.5% | -16.7% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded BUD 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling