-51.1%
FIS vs UUUU
-55.1%
+4.1%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | -0.8% | -22.8% | -23.7% |
| 7D | -18.4% | -14.4% | -4.0% | -19.2% |
| 30D | -11.4% | -33.6% | +22.3% | -13.2% |
| 3M | -32.0% | -44.2% | +12.2% | -33.9% |
| 6M | -35.6% | -66.8% | +31.2% | -38.1% |
| YTD | -53.8% | -50.6% | -3.2% | -54.8% |
| 1Y | -51.1% | -57.8% | +6.7% | -52.2% |
| All | -51.1% | -55.1% | +4.1% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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