+305.0%
INTC vs FIS
-41.7%
+346.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.2% | -6.8% | -4.9% |
| 7D | +9.4% | -8.9% | +18.3% | +4.2% |
| 30D | +2.7% | -9.9% | +12.6% | -2.9% |
| 3M | -6.3% | 0.0% | -6.3% | -4.9% |
| 6M | +114.5% | -22.9% | +137.3% | +102.2% |
| YTD | +171.9% | -40.9% | +212.7% | +146.7% |
| 1Y | +305.0% | -40.4% | +345.4% | +274.6% |
| All | +305.0% | -41.7% | +346.7% | +274.6% |
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