-39.2%
FIS vs Q
+75.3%
-114.5%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.3% | -8.2% | -5.7% |
| 7D | -3.5% | +6.7% | -10.2% | -3.0% |
| 30D | -7.8% | -10.6% | +2.8% | -8.5% |
| 3M | +0.8% | -14.6% | +15.4% | -0.4% |
| 6M | -21.9% | +12.1% | -34.0% | -24.5% |
| YTD | -39.5% | +51.3% | -90.8% | -43.2% |
| All | -39.2% | +75.3% | -114.5% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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