+212.4%
NXPI vs FIS
-53.2%
+265.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +4.2% | -5.0% | -2.6% |
| 7D | +6.8% | +2.8% | +3.9% | +5.3% |
| 30D | +20.0% | -16.7% | +36.8% | +26.0% |
| 3M | +14.8% | -32.3% | +47.1% | +31.9% |
| 6M | -10.5% | -29.1% | +18.6% | -1.3% |
| YTD | +23.7% | -54.1% | +77.9% | +68.0% |
| 1Y | +34.1% | -53.7% | +87.8% | +81.1% |
| 3Y | +51.2% | -38.8% | +90.1% | +71.9% |
| 5Y | +33.4% | -71.1% | +104.5% | +120.9% |
| All | +212.4% | -53.2% | +265.6% | +359.5% |
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