-57.6%
FISV vs BBIO
+154.4%
-212.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.1% | +5.5% | +5.4% |
| 7D | -2.7% | -3.2% | +0.5% | -2.5% |
| 30D | 0.0% | -13.6% | +13.6% | +0.8% |
| 3M | -2.8% | +7.2% | -10.0% | -3.4% |
| 6M | -11.8% | +1.5% | -13.3% | -12.1% |
| YTD | -23.2% | -5.3% | -17.9% | -23.3% |
| 1Y | -62.0% | +37.7% | -99.7% | -63.2% |
| 3Y | -57.6% | +153.9% | -211.5% | -62.6% |
| All | -57.6% | +154.4% | -212.1% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 3y: compounded portfolio wealth divided by compounded BBIO 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…
3y analysis · Full analysis span regression · 6 months rolling