-40.4%
FIS vs WY
-9.3%
-31.2%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.7% | +3.8% | +1.5% |
| 7D | -8.9% | -3.7% | -5.2% | -8.5% |
| 30D | -9.9% | -11.3% | +1.4% | -8.7% |
| 3M | 0.0% | -8.1% | +8.1% | +0.7% |
| 6M | -22.9% | -7.4% | -15.5% | -22.4% |
| YTD | -40.9% | -4.7% | -36.2% | -41.7% |
| 1Y | -40.4% | -9.2% | -31.2% | -40.4% |
| All | -40.4% | -9.3% | -31.2% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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