+701.1%
FISV vs IBN
+1,463.9%
-762.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.6% | -4.0% |
| 7D | -6.4% | -5.1% | -1.3% | -5.4% |
| 30D | -6.8% | -3.5% | -3.3% | -6.2% |
| 3M | -10.0% | +11.3% | -21.3% | -11.9% |
| 6M | -20.6% | +4.4% | -25.1% | -21.3% |
| YTD | -27.6% | -1.8% | -25.8% | -27.4% |
| 1Y | -64.3% | -8.0% | -56.4% | -63.8% |
| 3Y | -60.0% | +27.1% | -87.1% | -62.2% |
| 5Y | -57.7% | +54.5% | -112.2% | -61.7% |
| 10Y | -3.0% | +314.2% | -317.2% | -29.7% |
| All | +701.1% | +1,463.9% | -762.8% | +321.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling