-51.1%
FIS vs INDA
-7.3%
-43.8%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +2.7% | -26.4% | -24.1% |
| 7D | -18.4% | +6.9% | -25.3% | -20.2% |
| 30D | -11.4% | +7.4% | -18.8% | -13.5% |
| 3M | -32.0% | -1.0% | -31.0% | -31.5% |
| 6M | -35.6% | +2.9% | -38.5% | -36.1% |
| YTD | -53.8% | -7.4% | -46.4% | -51.5% |
| 1Y | -51.1% | -7.4% | -43.7% | -48.6% |
| All | -51.1% | -7.3% | -43.8% | -48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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