+514.0%
NOW vs FIS
-53.2%
+567.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.2% | -2.6% | -0.5% |
| 7D | +0.3% | +2.8% | -2.5% | -1.3% |
| 30D | -27.0% | -16.7% | -10.2% | -22.8% |
| 3M | -19.6% | -32.3% | +12.6% | -5.2% |
| 6M | +17.5% | -29.1% | +46.5% | +35.7% |
| YTD | -33.3% | -54.1% | +20.9% | -3.4% |
| 1Y | -39.8% | -53.7% | +13.9% | -13.3% |
| 3Y | -19.9% | -38.8% | +18.9% | -4.5% |
| 5Y | -26.1% | -71.1% | +45.0% | +29.4% |
| All | +514.0% | -53.2% | +567.1% | +559.2% |
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