-52.4%
FIS vs SUI
+123.0%
-175.4%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.2% | +3.7% |
| 7D | +2.8% | -1.5% | +4.3% | +3.5% |
| 30D | -16.7% | +3.7% | -20.5% | -18.8% |
| 3M | -32.3% | -0.4% | -31.9% | -32.8% |
| 6M | -29.1% | -2.8% | -26.3% | -28.7% |
| YTD | -54.1% | -1.6% | -52.5% | -54.3% |
| 1Y | -53.7% | -2.1% | -51.7% | -53.8% |
| 3Y | -38.8% | +18.5% | -57.3% | -45.6% |
| 5Y | -71.1% | -26.5% | -44.6% | -68.0% |
| All | -52.4% | +123.0% | -175.4% | -62.0% |
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