-40.2%
FIS vs CNH
+152.9%
-193.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.6% | -0.3% | -4.4% |
| 7D | -3.5% | +8.8% | -12.3% | -5.7% |
| 30D | -7.8% | +24.7% | -32.5% | -13.6% |
| 3M | +0.8% | +27.3% | -26.5% | -6.5% |
| 6M | -21.9% | +23.2% | -45.1% | -27.8% |
| YTD | -39.5% | +48.9% | -88.4% | -47.6% |
| 1Y | -41.0% | +19.4% | -60.4% | -45.4% |
| 3Y | -23.6% | +7.8% | -31.4% | -29.1% |
| 5Y | -65.6% | +8.7% | -74.3% | -69.0% |
| 10Y | -40.2% | +149.5% | -189.7% | -59.2% |
| All | -40.2% | +152.9% | -193.1% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH 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 CNH 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