-3.0%
FISV vs IBKR
+9.8%
-12.9%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.5% | +5.7% | +6.2% |
| 7D | +29.6% | -6.8% | +36.4% | +30.3% |
| 30D | +34.5% | -12.5% | +47.0% | +36.0% |
| 3M | +11.2% | -12.0% | +23.3% | +12.4% |
| 6M | -1.2% | -4.5% | +3.3% | -3.2% |
| YTD | -7.6% | +21.5% | -29.1% | -14.2% |
| All | -3.0% | +9.8% | -12.9% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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