+230.6%
FIS vs GEN
+1,152.7%
-922.1%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.6% | +0.4% | -1.6% |
| 7D | -25.5% | +2.3% | -27.7% | -26.1% |
| 30D | -15.1% | +33.1% | -48.1% | -21.5% |
| 3M | -32.1% | +6.5% | -38.6% | -33.9% |
| 6M | -36.1% | +53.8% | -89.9% | -43.7% |
| YTD | -55.4% | +11.2% | -66.6% | -57.3% |
| 1Y | -53.9% | +19.4% | -73.3% | -56.7% |
| 3Y | -39.8% | +81.0% | -120.8% | -49.7% |
| 5Y | -71.1% | +33.4% | -104.5% | -74.3% |
| 10Y | -53.8% | +164.3% | -218.1% | -67.6% |
| All | +230.6% | +1,152.7% | -922.1% | +50.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling