-41.4%
FIS vs SUI
+17.8%
-59.2%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.2% |
| 7D | -27.4% | +3.4% | -30.8% | -28.5% |
| 30D | -16.8% | +4.6% | -21.4% | -18.4% |
| 3M | -32.6% | +1.6% | -34.2% | -33.3% |
| 6M | -33.4% | -3.5% | -29.9% | -32.8% |
| YTD | -56.0% | -1.0% | -55.0% | -56.1% |
| 1Y | -55.1% | -1.7% | -53.4% | -55.0% |
| 3Y | -41.4% | +18.4% | -59.8% | -46.5% |
| All | -41.4% | +17.8% | -59.2% | -46.5% |
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