+27.5%
UAL vs FIS
-50.5%
+78.1%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -23.7% | +31.6% | +8.0% |
| 7D | +11.9% | -18.4% | +30.3% | +10.9% |
| 30D | +5.2% | -11.4% | +16.6% | +2.8% |
| 3M | -12.7% | -32.0% | +19.3% | -10.6% |
| 6M | +28.5% | -35.6% | +64.1% | +32.3% |
| YTD | +3.5% | -53.8% | +57.3% | +24.8% |
| 1Y | +27.5% | -51.1% | +78.6% | +47.7% |
| All | +27.5% | -50.5% | +78.1% | +47.7% |
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