-23.6%
FIS vs XRT
+42.5%
-66.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.2% | -3.7% | -4.9% |
| 7D | -3.5% | -0.3% | -3.2% | -3.3% |
| 30D | -7.8% | -5.6% | -2.2% | -5.2% |
| 3M | +0.8% | +2.5% | -1.7% | -0.1% |
| 6M | -21.9% | +3.7% | -25.6% | -23.2% |
| YTD | -39.5% | +1.0% | -40.5% | -39.7% |
| 1Y | -41.0% | -1.2% | -39.8% | -40.7% |
| 3Y | -23.6% | +43.4% | -67.0% | -40.4% |
| All | -23.6% | +42.5% | -66.1% | -40.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded XRT 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling