-41.0%
FIS vs CG
-26.2%
-14.8%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.2% | -3.7% | -5.3% |
| 7D | -3.5% | -1.3% | -2.2% | -3.1% |
| 30D | -7.8% | -3.2% | -4.7% | -7.0% |
| 3M | +0.8% | +6.2% | -5.4% | -0.8% |
| 6M | -21.9% | -4.7% | -17.2% | -21.3% |
| YTD | -39.5% | -20.6% | -18.9% | -35.5% |
| 1Y | -41.0% | -26.4% | -14.6% | -38.0% |
| All | -41.0% | -26.2% | -14.8% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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