+25.4%
UAL vs FIS
-54.6%
+80.0%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.3% | +0.1% |
| 7D | +12.5% | -27.4% | +39.8% | +12.2% |
| 30D | +12.2% | -16.8% | +29.0% | +9.8% |
| 3M | -2.6% | -32.6% | +30.0% | -1.2% |
| 6M | +21.1% | -33.4% | +54.5% | +22.1% |
| YTD | +7.8% | -56.0% | +63.9% | +25.5% |
| 1Y | +25.4% | -55.1% | +80.5% | +44.5% |
| All | +25.4% | -54.6% | +80.0% | +44.5% |
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