+32.6%
GILD vs FIS
-41.1%
+73.6%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.1% | +1.8% | +1.9% |
| 7D | -3.0% | -7.8% | +4.8% | -2.2% |
| 30D | +5.8% | -10.0% | +15.8% | +7.0% |
| 3M | +17.3% | -1.5% | +18.8% | +17.9% |
| 6M | +1.6% | -21.4% | +23.0% | +2.4% |
| YTD | +20.8% | -40.7% | +61.5% | +24.8% |
| All | +32.6% | -41.1% | +73.6% | +37.1% |
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