-55.5%
FIS vs NDAQ
+25.3%
-80.9%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.9% | -5.2% | -5.6% |
| 7D | -3.5% | +1.7% | -5.2% | -4.5% |
| 30D | -19.4% | +16.2% | -35.7% | -27.5% |
| 3M | -31.6% | +14.0% | -45.5% | -37.6% |
| 6M | -32.5% | +22.3% | -54.8% | -41.7% |
| YTD | -56.0% | +13.0% | -69.0% | -59.5% |
| 1Y | -55.5% | +24.0% | -79.6% | -60.3% |
| All | -55.5% | +25.3% | -80.9% | -60.3% |
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