-53.9%
FIS vs SUI
-0.1%
-53.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.8% | -2.0% |
| 7D | -25.5% | +6.2% | -31.7% | -26.9% |
| 30D | -15.1% | +8.6% | -23.6% | -17.7% |
| 3M | -32.1% | +1.0% | -33.1% | -32.0% |
| 6M | -36.1% | -2.6% | -33.5% | -35.2% |
| YTD | -55.4% | -0.1% | -55.3% | -54.8% |
| 1Y | -53.9% | +0.5% | -54.4% | -53.2% |
| All | -53.9% | -0.1% | -53.8% | -53.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling