+11.3%
RTX vs FIS
-54.5%
+65.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.4% | +4.9% | +3.7% |
| 7D | -3.2% | -29.4% | +26.2% | -0.6% |
| 30D | +5.6% | -16.7% | +22.3% | +7.3% |
| 3M | -11.7% | -33.0% | +21.3% | -9.2% |
| 6M | +12.3% | -33.3% | +45.6% | +14.8% |
| YTD | +8.2% | -56.0% | +64.2% | +12.2% |
| All | +11.3% | -54.5% | +65.8% | +15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling