-71.1%
FIS vs SUI
-27.1%
-44.0%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.8% | +7.5% | +7.0% |
| 7D | +1.5% | -2.4% | +4.0% | +2.5% |
| 30D | -11.8% | +3.3% | -15.2% | -13.7% |
| 3M | -28.5% | +0.7% | -29.2% | -29.3% |
| 6M | -27.0% | -4.1% | -22.9% | -26.2% |
| YTD | -53.1% | -1.8% | -51.3% | -53.2% |
| 1Y | -52.8% | -4.1% | -48.7% | -52.4% |
| 3Y | -37.5% | +17.4% | -54.9% | -44.0% |
| 5Y | -71.1% | -27.0% | -44.1% | -67.9% |
| All | -71.1% | -27.1% | -44.0% | -67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling