+8.6%
V vs FIS
-40.6%
+49.1%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -5.9% | +4.2% | +0.2% |
| 7D | -1.1% | -3.5% | +2.4% | 0.0% |
| 30D | +1.9% | -7.8% | +9.7% | +4.5% |
| 3M | +15.5% | +0.8% | +14.7% | +14.6% |
| 6M | +16.6% | -21.9% | +38.5% | +25.6% |
| YTD | +5.7% | -39.5% | +45.2% | +26.5% |
| 1Y | +8.6% | -41.0% | +49.5% | +31.6% |
| All | +8.6% | -40.6% | +49.1% | +31.6% |
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