-42.7%
FIS vs HDB
-37.2%
-5.5%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.8% | -1.6% | -3.0% |
| 7D | -9.1% | -4.9% | -4.2% | -8.0% |
| 30D | -10.4% | -5.8% | -4.6% | -9.2% |
| 3M | -3.7% | -5.2% | +1.5% | -3.0% |
| 6M | -24.8% | -25.7% | +0.9% | -20.5% |
| YTD | -41.6% | -39.6% | -2.0% | -36.6% |
| 1Y | -42.7% | -36.9% | -5.8% | -38.8% |
| All | -42.7% | -37.2% | -5.5% | -38.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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