+502.9%
TEAM vs FIS
-41.9%
+544.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.2% | +2.6% |
| 7D | -4.7% | -9.1% | +4.4% | +0.4% |
| 30D | +17.0% | -10.4% | +27.5% | +24.2% |
| 3M | +85.9% | -3.7% | +89.6% | +90.7% |
| 6M | +116.7% | -24.8% | +141.4% | +153.0% |
| YTD | +9.6% | -41.6% | +51.2% | +45.2% |
| 1Y | -2.5% | -42.7% | +40.2% | +30.0% |
| 3Y | -14.0% | -26.2% | +12.3% | -1.6% |
| 5Y | -53.1% | -66.1% | +13.0% | -22.4% |
| 10Y | +502.9% | -40.9% | +543.8% | +543.6% |
| All | +502.9% | -41.9% | +544.9% | +543.6% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling