-51.1%
FIS vs NI
+9.5%
-60.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +1.5% | -25.2% | -23.6% |
| 7D | -18.4% | +3.9% | -22.4% | -18.4% |
| 30D | -11.4% | +15.3% | -26.7% | -11.1% |
| 3M | -32.0% | +2.4% | -34.4% | -32.2% |
| 6M | -35.6% | -4.5% | -31.1% | -36.2% |
| YTD | -53.8% | +11.4% | -65.2% | -54.0% |
| 1Y | -51.1% | +8.5% | -59.6% | -51.1% |
| All | -51.1% | +9.5% | -60.6% | -51.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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