-47.9%
FISV vs PAAS
+206.7%
-254.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.8% | +5.5% | -0.2% |
| 7D | +8.4% | +4.2% | +4.2% | +8.3% |
| 30D | +38.8% | -13.8% | +52.6% | +39.1% |
| 3M | +21.3% | -22.7% | +44.0% | +21.7% |
| 6M | +14.1% | -32.1% | +46.2% | +15.2% |
| YTD | -5.7% | -22.3% | +16.6% | -6.1% |
| 1Y | -0.8% | +7.7% | -8.4% | -3.3% |
| 3Y | -47.9% | +214.0% | -261.9% | -52.7% |
| All | -47.9% | +206.7% | -254.5% | -52.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling