-65.6%
FIS vs WU
-51.1%
-14.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.5% | -3.4% | -4.8% |
| 7D | -3.5% | -0.8% | -2.6% | -3.1% |
| 30D | -7.8% | -1.1% | -6.7% | -7.3% |
| 3M | +0.8% | -1.8% | +2.6% | 0.0% |
| 6M | -21.9% | -23.9% | +2.0% | -13.3% |
| YTD | -39.5% | -20.4% | -19.1% | -34.3% |
| 1Y | -41.0% | -10.6% | -30.4% | -39.9% |
| 3Y | -23.6% | -27.7% | +4.1% | -16.0% |
| 5Y | -65.6% | -51.1% | -14.5% | -54.8% |
| All | -65.6% | -51.1% | -14.5% | -54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling