-26.5%
FIS vs SPXU
-79.8%
+53.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.8% | -3.1% |
| 7D | -9.1% | +1.3% | -10.3% | -8.8% |
| 30D | -10.4% | +5.1% | -15.6% | -9.4% |
| 3M | -3.7% | -9.1% | +5.4% | -5.2% |
| 6M | -24.8% | -29.6% | +4.8% | -29.6% |
| YTD | -41.6% | -27.7% | -13.9% | -44.8% |
| 1Y | -42.7% | -37.0% | -5.8% | -47.3% |
| All | -26.5% | -79.8% | +53.3% | -51.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling