-41.0%
FIS vs BUD
+35.5%
-76.5%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.8% | -5.1% | -5.8% |
| 7D | -3.5% | +0.8% | -4.2% | -3.5% |
| 30D | -7.8% | -4.8% | -3.0% | -7.7% |
| 3M | +0.8% | +1.4% | -0.5% | +1.0% |
| 6M | -21.9% | +9.9% | -31.8% | -21.6% |
| YTD | -39.5% | +26.3% | -65.8% | -42.4% |
| 1Y | -41.0% | +36.1% | -77.1% | -45.4% |
| All | -41.0% | +35.5% | -76.5% | -45.4% |
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