-54.5%
FIS vs SUI
+115.7%
-170.2%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.8% | -1.6% |
| 7D | -25.5% | +6.2% | -31.7% | -28.0% |
| 30D | -15.1% | +8.6% | -23.6% | -18.8% |
| 3M | -32.1% | +1.0% | -33.1% | -33.0% |
| 6M | -36.1% | -2.6% | -33.5% | -35.8% |
| YTD | -55.4% | -0.1% | -55.3% | -55.9% |
| 1Y | -53.9% | +0.5% | -54.4% | -54.5% |
| 3Y | -39.8% | +15.3% | -55.0% | -45.6% |
| 5Y | -71.1% | -26.1% | -45.0% | -68.1% |
| All | -54.5% | +115.7% | -170.2% | -63.2% |
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