-54.5%
FIS vs PAAS
+192.1%
-246.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.5% | -3.7% | -2.3% |
| 7D | -25.5% | +8.4% | -33.9% | -26.0% |
| 30D | -15.1% | -7.2% | -7.9% | -14.8% |
| 3M | -32.1% | -14.0% | -18.1% | -31.7% |
| 6M | -36.1% | -26.8% | -9.3% | -35.0% |
| YTD | -55.4% | -19.8% | -35.6% | -55.4% |
| 1Y | -53.9% | +22.8% | -76.7% | -55.9% |
| 3Y | -39.8% | +183.6% | -223.4% | -48.4% |
| 5Y | -71.1% | +73.8% | -144.9% | -74.5% |
| All | -54.5% | +192.1% | -246.6% | -62.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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