-38.8%
FIS vs UUUU
-17.1%
-21.7%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.3% | +5.5% | +4.2% |
| 7D | +2.8% | -1.1% | +3.9% | +2.8% |
| 30D | -16.7% | -21.0% | +4.3% | -16.7% |
| 3M | -32.3% | -54.8% | +22.5% | -32.2% |
| 6M | -29.1% | -67.3% | +38.3% | -28.5% |
| YTD | -54.1% | -54.7% | +0.5% | -54.5% |
| 1Y | -53.7% | -57.4% | +3.7% | -54.0% |
| 3Y | -38.8% | -19.6% | -19.2% | -43.3% |
| All | -38.8% | -17.1% | -21.7% | -43.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling