-26.5%
FIS vs UUUU
+96.1%
-122.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.4% |
| 7D | -9.1% | +1.8% | -10.9% | -9.1% |
| 30D | -10.4% | +1.8% | -12.3% | -10.5% |
| 3M | -3.7% | +1.3% | -4.9% | -3.7% |
| 6M | -24.8% | -26.8% | +2.0% | -24.3% |
| YTD | -41.6% | +0.1% | -41.6% | -42.2% |
| 1Y | -42.7% | +11.2% | -54.0% | -43.8% |
| All | -26.5% | +96.1% | -122.6% | -32.0% |
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