+910.3%
XBI vs FISV
+362.9%
+547.4%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.2% | -1.9% |
| 7D | -4.6% | -7.2% | +2.6% | -1.5% |
| 30D | -0.8% | -7.2% | +6.4% | +2.0% |
| 3M | +21.8% | -8.2% | +30.0% | +24.3% |
| 6M | +23.2% | -17.7% | +40.9% | +30.9% |
| YTD | +28.7% | -27.2% | +55.9% | +43.2% |
| 1Y | +67.8% | -63.0% | +130.7% | +134.3% |
| 3Y | +100.6% | -59.8% | +160.4% | +147.4% |
| 5Y | +19.8% | -55.8% | +75.6% | +37.0% |
| 10Y | +159.7% | -2.4% | +162.2% | +73.1% |
| All | +910.3% | +362.9% | +547.4% | +176.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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