-55.5%
FIS vs URI
+34.6%
-90.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.0% | -5.1% | -6.1% |
| 7D | -3.5% | +9.3% | -12.8% | -3.5% |
| 30D | -19.4% | +7.6% | -27.0% | -18.9% |
| 3M | -31.6% | +1.0% | -32.6% | -31.4% |
| 6M | -32.5% | +19.8% | -52.4% | -32.0% |
| YTD | -56.0% | +41.9% | -97.8% | -55.7% |
| 1Y | -55.5% | +33.4% | -88.9% | -54.4% |
| All | -55.5% | +34.6% | -90.1% | -54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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