-55.0%
FIS vs BUD
+37.1%
-92.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.3% | -2.7% | -1.5% |
| 7D | -29.4% | +1.3% | -30.7% | -29.3% |
| 30D | -16.7% | +10.0% | -26.8% | -17.7% |
| 3M | -33.0% | +1.6% | -34.6% | -33.6% |
| 6M | -33.3% | +6.5% | -39.8% | -33.9% |
| YTD | -56.0% | +34.8% | -90.8% | -58.6% |
| All | -55.0% | +37.1% | -92.1% | -58.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling