+38.8%
SLB vs FIS
-52.2%
+91.0%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +6.7% | -4.6% | +2.1% |
| 7D | -1.2% | +1.5% | -2.7% | -1.2% |
| 30D | +4.5% | -11.8% | +16.3% | +4.4% |
| 3M | -4.6% | -28.5% | +24.0% | -5.2% |
| 6M | -6.3% | -27.0% | +20.8% | -7.0% |
| YTD | +35.0% | -53.1% | +88.1% | +43.0% |
| 1Y | +38.8% | -52.8% | +91.6% | +46.8% |
| All | +38.8% | -52.2% | +91.0% | +46.8% |
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 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