-18.5%
FIS vs D
+58.5%
-77.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +1.1% | +1.5% | -0.4% | +0.7% |
| 30D | -2.2% | -2.6% | +0.4% | -1.6% |
| 3M | +2.1% | 0.0% | +2.1% | +2.1% |
| 6M | -14.7% | +7.4% | -22.0% | -16.4% |
| YTD | -35.7% | +15.9% | -51.6% | -38.5% |
| 1Y | -37.1% | +18.1% | -55.2% | -40.3% |
| All | -18.5% | +58.5% | -77.0% | -31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 2023-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling