+7.7%
V vs FIS
-37.2%
+44.9%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.9% | 0.0% | -0.7% |
| 7D | -1.7% | +1.1% | -2.8% | -2.1% |
| 30D | +2.0% | -2.2% | +4.2% | +2.6% |
| 3M | +17.4% | +2.1% | +15.2% | +15.9% |
| 6M | +17.5% | -14.7% | +32.2% | +22.8% |
| YTD | +7.6% | -35.7% | +43.3% | +26.1% |
| 1Y | +7.7% | -37.1% | +44.8% | +27.5% |
| All | +7.7% | -37.2% | +44.9% | +27.5% |
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