-3.3%
TEAM vs FIS
-40.9%
+37.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -5.9% | -1.0% | -1.5% |
| 7D | -5.7% | -3.5% | -2.2% | -2.5% |
| 30D | +18.3% | -7.8% | +26.2% | +27.4% |
| 3M | +80.2% | +0.8% | +79.4% | +79.4% |
| 6M | +111.0% | -21.9% | +132.9% | +156.6% |
| YTD | +8.8% | -39.5% | +48.3% | +46.9% |
| All | -3.3% | -40.9% | +37.6% | +32.8% |
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