-54.3%
FIS vs GEN
+147.0%
-201.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.1% | -3.0% | -5.3% |
| 7D | -3.5% | -3.0% | -0.5% | -2.7% |
| 30D | -19.4% | +24.7% | -44.1% | -24.4% |
| 3M | -31.6% | +4.1% | -35.7% | -32.9% |
| 6M | -32.5% | +36.0% | -68.6% | -38.4% |
| YTD | -56.0% | +10.9% | -66.8% | -57.8% |
| 1Y | -55.5% | +12.2% | -67.7% | -57.6% |
| 3Y | -41.3% | +63.3% | -104.6% | -49.3% |
| 5Y | -72.3% | +29.0% | -101.3% | -75.2% |
| All | -54.3% | +147.0% | -201.3% | -66.2% |
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