+348.4%
FIS vs SU
+1,661.7%
-1,313.3%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.8% | -6.7% | -6.1% |
| 7D | -3.5% | -1.0% | -2.5% | -3.3% |
| 30D | -7.8% | +13.7% | -21.5% | -10.6% |
| 3M | +0.8% | +8.0% | -7.2% | -1.3% |
| 6M | -21.9% | +21.0% | -42.9% | -25.8% |
| YTD | -39.5% | +56.2% | -95.7% | -46.0% |
| 1Y | -41.0% | +72.2% | -113.2% | -48.6% |
| 3Y | -23.6% | +118.1% | -141.7% | -38.1% |
| 5Y | -65.6% | +350.3% | -415.9% | -77.2% |
| 10Y | -40.2% | +248.5% | -288.7% | -60.9% |
| All | +348.4% | +1,661.7% | -1,313.3% | +126.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded SU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling