-52.8%
FIS vs WU
-15.1%
-37.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -3.0% | +9.7% | +7.4% |
| 7D | +1.5% | +2.1% | -0.6% | +0.8% |
| 30D | -11.8% | +10.1% | -22.0% | -14.5% |
| 3M | -28.5% | -1.1% | -27.4% | -28.3% |
| 6M | -27.0% | -19.8% | -7.2% | -22.3% |
| YTD | -53.1% | -20.8% | -32.3% | -50.0% |
| 1Y | -52.8% | -15.1% | -37.6% | -50.8% |
| All | -52.8% | -15.1% | -37.6% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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