+22.9%
FISV vs PAAS
+207.5%
-184.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.1% | +0.4% | -3.5% |
| 7D | -2.0% | -7.0% | +5.1% | -1.5% |
| 30D | +31.8% | -15.3% | +47.1% | +33.2% |
| 3M | +19.3% | -27.7% | +47.0% | +21.6% |
| 6M | +12.1% | -40.5% | +52.5% | +15.6% |
| YTD | -8.4% | -26.5% | +18.1% | -7.8% |
| 1Y | -4.5% | -0.8% | -3.7% | -6.4% |
| 3Y | -49.4% | +196.9% | -246.3% | -56.0% |
| 5Y | -39.0% | +49.2% | -88.2% | -44.6% |
| All | +22.9% | +207.5% | -184.6% | +6.0% |
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