-53.9%
FIS vs IBB
+35.8%
-89.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -4.0% | -2.3% |
| 7D | -25.5% | -1.8% | -23.6% | -25.4% |
| 30D | -15.1% | +5.1% | -20.1% | -15.8% |
| 3M | -32.1% | +10.7% | -42.8% | -33.4% |
| 6M | -36.1% | +22.9% | -59.0% | -38.5% |
| YTD | -55.4% | +26.7% | -82.1% | -57.3% |
| 1Y | -53.9% | +35.1% | -89.0% | -56.4% |
| All | -53.9% | +35.8% | -89.6% | -56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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