+179.4%
INTC vs FIS
-22.6%
+202.1%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -5.9% | +14.9% | +8.6% |
| 7D | +17.4% | -3.5% | +20.9% | +17.1% |
| 30D | +2.8% | -7.8% | +10.6% | +2.3% |
| 3M | -5.3% | +0.8% | -6.1% | -5.8% |
| 6M | +140.6% | -21.9% | +162.5% | +146.1% |
| YTD | +183.1% | -39.5% | +222.6% | +209.2% |
| 1Y | +326.8% | -41.0% | +367.7% | +368.7% |
| 3Y | +179.4% | -23.6% | +203.1% | +181.3% |
| All | +179.4% | -22.6% | +202.1% | +181.3% |
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