+293.2%
FIS vs HDB
+3,812.1%
-3,518.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | +1.1% | +0.4% | +0.7% | +1.0% |
| 30D | -2.2% | -2.8% | +0.6% | -1.5% |
| 3M | +2.1% | -3.5% | +5.7% | +2.9% |
| 6M | -14.7% | -24.7% | +10.0% | -8.3% |
| YTD | -35.7% | -36.6% | +0.9% | -27.7% |
| 1Y | -37.1% | -34.4% | -2.7% | -30.0% |
| 3Y | -20.0% | -24.4% | +4.4% | -15.6% |
| 5Y | -62.1% | -35.4% | -26.8% | -58.8% |
| 10Y | -37.4% | +39.5% | -76.9% | -46.6% |
| All | +293.2% | +3,812.1% | -3,518.9% | +72.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling