-70.8%
FIS vs PAAS
+48.6%
-119.4%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.7% | +4.2% |
| 7D | +2.8% | -8.9% | +11.7% | +3.2% |
| 30D | -16.7% | -11.4% | -5.3% | -16.3% |
| 3M | -32.3% | -20.4% | -11.8% | -31.6% |
| 6M | -29.1% | -40.7% | +11.6% | -26.9% |
| YTD | -54.1% | -26.9% | -27.2% | -54.0% |
| 1Y | -53.7% | -3.1% | -50.6% | -55.0% |
| 3Y | -38.8% | +199.3% | -238.1% | -50.0% |
| All | -70.8% | +48.6% | -119.4% | -73.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling