+499.2%
NOW vs FIS
-54.4%
+553.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.9% | +0.7% |
| 7D | -3.0% | -25.5% | +22.5% | +9.7% |
| 30D | -26.0% | -15.1% | -11.0% | -22.6% |
| 3M | -13.1% | -32.1% | +19.0% | +2.4% |
| 6M | +14.5% | -36.1% | +50.6% | +39.6% |
| YTD | -33.4% | -55.4% | +22.0% | -2.2% |
| 1Y | -40.6% | -53.9% | +13.3% | -14.2% |
| 3Y | -16.3% | -39.8% | +23.4% | +0.6% |
| 5Y | -26.3% | -71.1% | +44.8% | +28.5% |
| All | +499.2% | -54.4% | +553.6% | +574.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling