+1,747.1%
NXPI vs FIS
+100.7%
+1,646.4%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.8% |
| 7D | +1.9% | +1.1% | +0.8% | +1.2% |
| 30D | -1.4% | -2.2% | +0.8% | -0.5% |
| 3M | -29.1% | +2.1% | -31.2% | -31.4% |
| 6M | +6.2% | -14.7% | +20.9% | +12.0% |
| YTD | +5.9% | -35.7% | +41.6% | +32.3% |
| 1Y | +2.9% | -37.1% | +39.9% | +29.9% |
| 3Y | +14.5% | -20.0% | +34.5% | +19.7% |
| 5Y | +17.1% | -62.1% | +79.2% | +88.3% |
| 10Y | +193.4% | -37.4% | +230.7% | +187.4% |
| All | +1,747.1% | +100.7% | +1,646.4% | +382.1% |
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