-53.7%
FIS vs INDA
-5.5%
-48.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.2% | +4.4% | +4.2% |
| 7D | +2.8% | +1.1% | +1.7% | +2.7% |
| 30D | -16.7% | +9.4% | -26.1% | -18.6% |
| 3M | -32.3% | +2.9% | -35.2% | -32.4% |
| 6M | -29.1% | +7.2% | -36.3% | -30.1% |
| YTD | -54.1% | -4.8% | -49.3% | -52.5% |
| 1Y | -53.7% | -5.1% | -48.6% | -52.1% |
| All | -53.7% | -5.5% | -48.3% | -52.1% |
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