+2,771.1%
NOW vs FIS
+59.4%
+2,711.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.5% |
| 7D | -2.4% | +1.1% | -3.5% | -3.1% |
| 30D | +20.5% | -2.2% | +22.7% | +21.9% |
| 3M | +18.3% | +2.1% | +16.2% | +17.0% |
| 6M | +24.1% | -14.7% | +38.7% | +36.5% |
| YTD | -7.8% | -35.7% | +27.9% | +17.9% |
| 1Y | -21.4% | -37.1% | +15.7% | +1.4% |
| 3Y | +19.5% | -20.0% | +39.5% | +29.1% |
| 5Y | +4.1% | -62.1% | +66.2% | +66.6% |
| 10Y | +826.4% | -37.4% | +863.8% | +871.4% |
| All | +2,771.1% | +59.4% | +2,711.8% | +1,539.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling