+2.0%
FISV vs IBN
+324.2%
-322.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.9% | +3.5% | +4.9% |
| 7D | -2.7% | -3.0% | +0.3% | -1.7% |
| 30D | 0.0% | -1.5% | +1.5% | +0.5% |
| 3M | -2.8% | +7.9% | -10.7% | -5.0% |
| 6M | -11.8% | +8.6% | -20.5% | -14.0% |
| YTD | -23.2% | -0.6% | -22.7% | -23.3% |
| 1Y | -62.0% | -7.3% | -54.7% | -61.3% |
| 3Y | -57.6% | +26.2% | -83.8% | -61.2% |
| 5Y | -53.4% | +57.8% | -111.2% | -60.4% |
| All | +2.0% | +324.2% | -322.2% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling