-55.5%
FIS vs SUI
+117.1%
-172.6%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.1% |
| 7D | -27.4% | +3.4% | -30.8% | -29.0% |
| 30D | -16.8% | +4.6% | -21.4% | -19.2% |
| 3M | -32.6% | +1.6% | -34.2% | -33.7% |
| 6M | -33.4% | -3.5% | -29.9% | -32.9% |
| YTD | -56.0% | -1.0% | -55.0% | -56.3% |
| 1Y | -55.1% | -1.7% | -53.4% | -55.3% |
| 3Y | -41.4% | +18.4% | -59.8% | -47.9% |
| 5Y | -72.7% | -26.3% | -46.3% | -69.8% |
| 10Y | -55.5% | +123.3% | -178.8% | -64.5% |
| All | -55.5% | +117.1% | -172.6% | -64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling