+17.7%
NXPI vs FIS
-64.6%
+82.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.9% | +4.2% | +0.1% |
| 7D | +0.7% | -3.5% | +4.1% | +1.7% |
| 30D | -6.6% | -7.8% | +1.2% | -4.4% |
| 3M | -25.4% | +0.8% | -26.2% | -26.6% |
| 6M | +11.9% | -21.9% | +33.8% | +19.5% |
| YTD | +4.0% | -39.5% | +43.5% | +22.5% |
| 1Y | +1.0% | -41.0% | +42.0% | +20.0% |
| 3Y | +16.3% | -23.6% | +39.9% | +24.4% |
| 5Y | +17.7% | -65.6% | +83.3% | +59.8% |
| All | +17.7% | -64.6% | +82.3% | +59.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling