-52.4%
FIS vs GEN
+152.9%
-205.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.4% | +1.8% | +3.5% |
| 7D | +2.8% | +2.0% | +0.8% | +2.4% |
| 30D | -16.7% | +27.7% | -44.4% | -22.3% |
| 3M | -32.3% | +3.3% | -35.5% | -33.5% |
| 6M | -29.1% | +31.8% | -60.9% | -34.6% |
| YTD | -54.1% | +13.5% | -67.6% | -56.3% |
| 1Y | -53.7% | +16.0% | -69.8% | -56.2% |
| 3Y | -38.8% | +70.6% | -109.4% | -47.8% |
| 5Y | -71.1% | +32.1% | -103.2% | -74.3% |
| All | -52.4% | +152.9% | -205.3% | -65.0% |
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