+50.0%
NXPI vs FIS
-41.8%
+91.7%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -1.4% | +4.6% | +3.5% |
| 7D | -0.3% | -29.4% | +29.1% | +4.5% |
| 30D | +12.7% | -16.7% | +29.4% | +14.1% |
| 3M | +7.5% | -33.0% | +40.4% | +13.8% |
| 6M | -12.3% | -33.3% | +21.0% | -7.6% |
| YTD | +19.7% | -56.0% | +75.7% | +50.9% |
| 1Y | +27.6% | -54.6% | +82.1% | +58.2% |
| 3Y | +50.0% | -40.6% | +90.6% | +56.9% |
| All | +50.0% | -41.8% | +91.7% | +56.9% |
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 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