-3.7%
FISV vs IBB
+42.2%
-45.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.6% | +3.6% | +5.7% |
| 7D | +29.6% | +2.2% | +27.4% | +29.0% |
| 30D | +34.5% | +6.3% | +28.1% | +32.7% |
| 3M | +11.2% | +16.3% | -5.1% | +7.1% |
| 6M | -1.2% | +30.0% | -31.2% | -7.9% |
| YTD | -7.6% | +31.1% | -38.8% | -14.6% |
| 1Y | -3.7% | +42.0% | -45.7% | -12.1% |
| All | -3.7% | +42.2% | -45.9% | -12.1% |
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