-6.6%
TEAM vs FIS
-54.6%
+48.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.1% | -4.0% | -4.0% |
| 7D | -22.2% | -27.4% | +5.2% | -8.8% |
| 30D | -28.1% | -16.8% | -11.3% | -26.5% |
| 3M | -2.2% | -32.6% | +30.5% | +22.3% |
| 6M | +62.2% | -33.4% | +95.6% | +104.5% |
| YTD | -8.4% | -56.0% | +47.7% | +47.8% |
| 1Y | -6.6% | -55.1% | +48.5% | +49.7% |
| All | -6.6% | -54.6% | +48.0% | +49.7% |
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