-41.0%
FIS vs NDAQ
+2.6%
-43.6%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -1.9% | -4.0% | -4.6% |
| 7D | -3.5% | -2.6% | -0.9% | -1.8% |
| 30D | -7.8% | +0.5% | -8.3% | -8.1% |
| 3M | +0.8% | +9.9% | -9.1% | -5.6% |
| 6M | -21.9% | +8.2% | -30.1% | -26.4% |
| YTD | -39.5% | -1.5% | -38.0% | -39.3% |
| 1Y | -41.0% | +1.3% | -42.3% | -41.8% |
| All | -41.0% | +2.6% | -43.6% | -41.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling