+74.9%
HBAN vs FIS
-38.7%
+113.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.2% | -3.6% | -0.5% |
| 7D | +2.3% | +2.8% | -0.6% | +1.4% |
| 30D | +4.8% | -16.7% | +21.5% | +7.5% |
| 3M | -10.1% | -32.3% | +22.2% | -1.3% |
| 6M | +5.0% | -29.1% | +34.1% | +12.6% |
| YTD | -6.1% | -54.1% | +48.0% | +20.2% |
| 1Y | +4.6% | -53.7% | +58.3% | +33.2% |
| 3Y | +74.9% | -38.8% | +113.8% | +62.8% |
| All | +74.9% | -38.7% | +113.6% | +62.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling