+441.0%
TEAM vs FIS
-55.6%
+496.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.0% |
| 7D | -22.2% | -27.4% | +5.2% | -10.5% |
| 30D | -28.1% | -16.8% | -11.3% | -23.7% |
| 3M | -2.2% | -32.6% | +30.5% | +16.4% |
| 6M | +62.2% | -33.4% | +95.6% | +95.2% |
| YTD | -8.4% | -56.0% | +47.7% | +36.1% |
| 1Y | -6.6% | -55.1% | +48.5% | +37.1% |
| 3Y | -15.7% | -41.4% | +25.7% | +5.3% |
| 5Y | -65.7% | -72.7% | +6.9% | -38.3% |
| 10Y | +441.0% | -55.5% | +496.4% | +542.0% |
| All | +441.0% | -55.6% | +496.5% | +542.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling