+15.1%
TEAM vs FIS
-50.5%
+65.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -23.7% | +23.1% | +12.8% |
| 7D | -13.7% | -18.4% | +4.7% | -8.3% |
| 30D | -3.4% | -11.4% | +7.9% | -5.5% |
| 3M | +72.1% | -32.0% | +104.1% | +115.9% |
| 6M | +103.8% | -35.6% | +139.4% | +165.4% |
| YTD | +17.1% | -53.8% | +70.9% | +79.0% |
| 1Y | +15.1% | -51.1% | +66.2% | +74.2% |
| All | +15.1% | -50.5% | +65.6% | +74.2% |
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