-39.3%
PINS vs FIS
-41.2%
+1.9%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.1% | +5.6% | +1.0% |
| 7D | -3.4% | -3.5% | +0.1% | -2.6% |
| 30D | -14.5% | -19.4% | +4.9% | -11.8% |
| 3M | -16.5% | -31.6% | +15.1% | -9.1% |
| 6M | -7.0% | -32.5% | +25.5% | +1.5% |
| YTD | -26.1% | -56.0% | +29.8% | -10.5% |
| 1Y | -30.0% | -55.5% | +25.5% | -15.4% |
| All | -39.3% | -41.2% | +1.9% | -35.1% |
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 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