-53.7%
FIS vs SPXU
-26.3%
-27.4%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.2% | +2.9% | +4.2% |
| 7D | +2.8% | -7.6% | +10.4% | +2.8% |
| 30D | -16.7% | +5.3% | -22.0% | -16.2% |
| 3M | -32.3% | +9.6% | -41.9% | -31.5% |
| 6M | -29.1% | -4.5% | -24.5% | -29.0% |
| YTD | -54.1% | -25.9% | -28.3% | -54.9% |
| 1Y | -53.7% | -28.9% | -24.8% | -54.9% |
| All | -53.7% | -26.3% | -27.4% | -54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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