-57.7%
FISV vs PAAS
+122.5%
-180.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.7% | -8.1% | -4.6% |
| 7D | -6.4% | +2.6% | -9.0% | -6.6% |
| 30D | -6.8% | +2.5% | -9.3% | -7.1% |
| 3M | -10.0% | +15.1% | -25.0% | -11.1% |
| 6M | -20.6% | -12.1% | -8.6% | -20.3% |
| YTD | -27.6% | +3.1% | -30.6% | -28.6% |
| 1Y | -64.3% | +50.8% | -115.2% | -66.2% |
| 3Y | -60.0% | +259.5% | -319.5% | -66.1% |
| 5Y | -57.7% | +126.3% | -184.0% | -63.2% |
| All | -57.7% | +122.5% | -180.2% | -63.2% |
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