-39.8%
FIS vs SUI
+15.1%
-54.9%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.8% | -1.8% |
| 7D | -25.5% | +6.2% | -31.7% | -27.2% |
| 30D | -15.1% | +8.6% | -23.6% | -17.8% |
| 3M | -32.1% | +1.0% | -33.1% | -32.6% |
| 6M | -36.1% | -2.6% | -33.5% | -35.7% |
| YTD | -55.4% | -0.1% | -55.3% | -55.5% |
| 1Y | -53.9% | +0.5% | -54.4% | -54.2% |
| 3Y | -39.8% | +15.3% | -55.0% | -44.5% |
| All | -39.8% | +15.1% | -54.9% | -44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling