-3.7%
FISV vs FIS
-50.5%
+46.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -23.7% | +29.9% | +15.4% |
| 7D | +29.6% | -18.4% | +48.1% | +33.6% |
| 30D | +34.5% | -11.4% | +45.9% | +30.6% |
| 3M | +11.2% | -32.0% | +43.2% | +30.4% |
| 6M | -1.2% | -35.6% | +34.4% | +18.9% |
| YTD | -7.6% | -53.8% | +46.2% | +33.4% |
| 1Y | -3.7% | -51.1% | +47.3% | +37.5% |
| All | -3.7% | -50.5% | +46.8% | +37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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