-40.2%
FIS vs NDAQ
+372.3%
-412.5%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.9% | -4.0% | -4.8% |
| 7D | -3.5% | -2.6% | -0.9% | -2.0% |
| 30D | -7.8% | +0.5% | -8.3% | -8.1% |
| 3M | +0.8% | +9.9% | -9.1% | -4.6% |
| 6M | -21.9% | +8.2% | -30.1% | -25.5% |
| YTD | -39.5% | -1.5% | -38.0% | -39.2% |
| 1Y | -41.0% | +1.3% | -42.3% | -41.7% |
| 3Y | -23.6% | +92.6% | -116.2% | -48.3% |
| 5Y | -65.6% | +53.8% | -119.4% | -74.3% |
| 10Y | -40.2% | +376.0% | -416.2% | -75.7% |
| All | -40.2% | +372.3% | -412.5% | -75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling