-36.8%
FISV vs PAAS
+62.0%
-98.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.8% | +5.5% | 0.0% |
| 7D | +8.4% | +4.2% | +4.2% | +8.2% |
| 30D | +38.8% | -13.8% | +52.6% | +39.7% |
| 3M | +21.3% | -22.7% | +44.0% | +22.6% |
| 6M | +14.1% | -32.1% | +46.2% | +16.3% |
| YTD | -5.7% | -22.3% | +16.6% | -5.7% |
| 1Y | -0.8% | +7.7% | -8.4% | -3.8% |
| 3Y | -47.9% | +214.0% | -261.9% | -56.0% |
| 5Y | -36.8% | +63.2% | -100.0% | -41.5% |
| All | -36.8% | +62.0% | -98.8% | -41.5% |
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