+348.4%
FIS vs TROW
+1,149.0%
-800.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.3% | -5.6% | -5.8% |
| 7D | -3.5% | +0.4% | -3.9% | -3.6% |
| 30D | -7.8% | -4.0% | -3.8% | -6.2% |
| 3M | +0.8% | +5.0% | -4.2% | -1.5% |
| 6M | -21.9% | +24.3% | -46.2% | -29.2% |
| YTD | -39.5% | +9.8% | -49.3% | -42.2% |
| 1Y | -41.0% | +6.4% | -47.4% | -43.0% |
| 3Y | -23.6% | +15.8% | -39.4% | -30.0% |
| 5Y | -65.6% | -37.3% | -28.3% | -60.3% |
| 10Y | -40.2% | +130.6% | -170.8% | -61.2% |
| All | +348.4% | +1,149.0% | -800.6% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TROW 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling