-51.1%
FIS vs WTW
+8.6%
-59.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +3.0% | -26.6% | -24.7% |
| 7D | -18.4% | +4.9% | -23.3% | -20.2% |
| 30D | -11.4% | +17.1% | -28.5% | -17.0% |
| 3M | -32.0% | -0.3% | -31.7% | -32.1% |
| 6M | -35.6% | +30.7% | -66.3% | -42.0% |
| YTD | -53.8% | +3.7% | -57.5% | -55.7% |
| 1Y | -51.1% | +5.9% | -57.0% | -53.1% |
| All | -51.1% | +8.6% | -59.7% | -53.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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