-14.7%
FIS vs NDAQ
+11.4%
-26.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +0.9% | +0.4% |
| 7D | +1.1% | -2.4% | +3.5% | +2.8% |
| 30D | -2.2% | +2.5% | -4.7% | -3.9% |
| 3M | +2.1% | +9.9% | -7.8% | -4.9% |
| 6M | -14.7% | +9.4% | -24.1% | -22.2% |
| All | -14.7% | +11.4% | -26.1% | -22.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling