-71.4%
FIS vs SUI
-26.3%
-45.1%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.5% | -0.8% | -1.7% |
| 7D | -25.5% | +6.2% | -31.7% | -27.8% |
| 30D | -15.1% | +8.6% | -23.6% | -18.5% |
| 3M | -32.1% | +1.0% | -33.1% | -32.9% |
| 6M | -36.1% | -2.6% | -33.5% | -35.7% |
| YTD | -55.4% | -0.1% | -55.3% | -55.8% |
| 1Y | -53.9% | +0.5% | -54.4% | -54.4% |
| 3Y | -39.8% | +15.3% | -55.0% | -45.5% |
| All | -71.4% | -26.3% | -45.1% | -68.3% |
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