-51.1%
FIS vs TECH
+19.5%
-70.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +0.1% | -23.8% | -23.7% |
| 7D | -18.4% | +0.1% | -18.5% | -18.4% |
| 30D | -11.4% | +0.2% | -11.6% | -11.4% |
| 3M | -32.0% | +1.0% | -33.0% | -32.1% |
| 6M | -35.6% | +33.3% | -68.9% | -39.6% |
| YTD | -53.8% | +24.2% | -78.0% | -55.5% |
| 1Y | -51.1% | +19.7% | -70.8% | -52.7% |
| All | -51.1% | +19.5% | -70.5% | -52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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