+295.2%
TEL vs FIS
-39.9%
+335.1%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.2% | -1.2% | -0.5% |
| 7D | -2.3% | -8.9% | +6.6% | +1.4% |
| 30D | -6.1% | -9.9% | +3.9% | -2.3% |
| 3M | +1.7% | 0.0% | +1.7% | +0.7% |
| 6M | +1.6% | -22.9% | +24.5% | +11.2% |
| YTD | -9.1% | -40.9% | +31.8% | +11.1% |
| 1Y | -1.7% | -40.4% | +38.8% | +19.3% |
| 3Y | +67.3% | -25.4% | +92.7% | +78.4% |
| 5Y | +52.1% | -64.8% | +116.9% | +125.2% |
| All | +295.2% | -39.9% | +335.1% | +358.3% |
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