-40.2%
FIS vs GEN
+150.2%
-190.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.7% | -3.2% | -5.2% |
| 7D | -3.5% | -0.7% | -2.8% | -3.2% |
| 30D | -7.8% | +2.6% | -10.5% | -8.4% |
| 3M | +0.8% | +15.8% | -14.9% | -3.0% |
| 6M | -21.9% | +33.1% | -55.0% | -27.9% |
| YTD | -39.5% | +11.3% | -50.8% | -41.6% |
| 1Y | -41.0% | +1.7% | -42.6% | -41.7% |
| 3Y | -23.6% | +58.1% | -81.8% | -33.0% |
| 5Y | -65.6% | +20.6% | -86.3% | -68.5% |
| 10Y | -40.2% | +149.0% | -189.2% | -55.3% |
| All | -40.2% | +150.2% | -190.4% | -55.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling