-64.3%
FISV vs IBB
+44.4%
-108.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.5% | -4.1% |
| 7D | -6.4% | -3.9% | -2.5% | -5.3% |
| 30D | -6.8% | +2.7% | -9.6% | -7.8% |
| 3M | -10.0% | +21.4% | -31.3% | -16.4% |
| 6M | -20.6% | +20.1% | -40.7% | -26.3% |
| YTD | -27.6% | +21.9% | -49.4% | -34.0% |
| 1Y | -64.3% | +44.1% | -108.5% | -71.0% |
| All | -64.3% | +44.4% | -108.7% | -71.0% |
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