-53.1%
FISV vs IBKR
+495.5%
-548.6%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +2.2% | +3.2% | +4.9% |
| 7D | -2.7% | -1.3% | -1.3% | -2.3% |
| 30D | 0.0% | -0.2% | +0.3% | 0.0% |
| 3M | -2.8% | +3.0% | -5.7% | -4.2% |
| 6M | -11.8% | +33.9% | -45.7% | -19.3% |
| YTD | -23.2% | +42.5% | -65.7% | -31.1% |
| 1Y | -62.0% | +44.9% | -106.9% | -66.3% |
| 3Y | -57.6% | +293.0% | -350.6% | -74.0% |
| All | -53.1% | +495.5% | -548.6% | -76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling