-27.0%
FIS vs WU
-20.7%
-6.4%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -3.0% | +9.7% | +7.1% |
| 7D | +1.5% | +2.1% | -0.6% | +1.0% |
| 30D | -11.8% | +10.1% | -22.0% | -13.9% |
| 3M | -28.5% | -1.1% | -27.4% | -28.1% |
| 6M | -27.0% | -19.8% | -7.2% | -23.8% |
| All | -27.0% | -20.7% | -6.4% | -23.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling