-52.8%
FIS vs FND
-14.8%
-37.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.7% | +7.5% | +6.7% |
| 7D | +1.5% | -4.4% | +5.9% | +1.7% |
| 30D | -11.8% | +14.5% | -26.3% | -13.2% |
| 3M | -28.5% | -15.6% | -12.9% | -27.0% |
| 6M | -27.0% | +4.7% | -31.8% | -27.7% |
| YTD | -53.1% | -16.1% | -37.0% | -51.4% |
| 1Y | -52.8% | -16.0% | -36.7% | -51.1% |
| All | -52.8% | -14.8% | -37.9% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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