-53.7%
FIS vs USHY
+1.9%
-55.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.1% | +4.3% | +4.1% |
| 7D | +2.8% | -0.4% | +3.2% | +2.7% |
| 30D | -16.7% | +0.6% | -17.3% | -17.1% |
| 3M | -32.3% | -2.0% | -30.3% | -30.9% |
| 6M | -29.1% | -0.5% | -28.5% | -28.5% |
| YTD | -54.1% | +0.6% | -54.7% | -54.0% |
| 1Y | -53.7% | +2.1% | -55.8% | -56.0% |
| All | -53.7% | +1.9% | -55.6% | -56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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