-55.5%
FIS vs GEN
+11.7%
-67.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.1% | -3.0% | -5.2% |
| 7D | -3.5% | -3.0% | -0.5% | -2.6% |
| 30D | -19.4% | +24.7% | -44.1% | -25.3% |
| 3M | -31.6% | +4.1% | -35.7% | -32.5% |
| 6M | -32.5% | +36.0% | -68.6% | -39.2% |
| YTD | -56.0% | +10.9% | -66.8% | -56.1% |
| 1Y | -55.5% | +12.2% | -67.7% | -55.8% |
| All | -55.5% | +11.7% | -67.2% | -55.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling