-55.3%
FIS vs GEN
+166.9%
-222.2%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -29.4% | -0.3% | -29.1% | -29.6% |
| 30D | -16.7% | +28.2% | -44.9% | -22.4% |
| 3M | -33.0% | +2.6% | -35.6% | -34.1% |
| 6M | -33.3% | +32.7% | -66.0% | -38.7% |
| YTD | -56.0% | +11.3% | -67.3% | -57.9% |
| 1Y | -54.6% | +17.9% | -72.5% | -57.2% |
| 3Y | -40.6% | +66.3% | -107.0% | -49.0% |
| 5Y | -71.9% | +31.7% | -103.6% | -75.0% |
| 10Y | -55.3% | +150.0% | -205.3% | -67.2% |
| All | -55.3% | +166.9% | -222.2% | -67.2% |
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