+2,478.4%
FISV vs PAAS
+1,235.6%
+1,242.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.4% | +2.9% | +0.6% |
| 7D | -0.3% | -2.9% | +2.6% | -0.2% |
| 30D | -2.1% | +6.8% | -8.8% | -2.4% |
| 3M | -5.7% | -2.9% | -2.9% | -5.8% |
| 6M | -15.3% | -16.4% | +1.1% | -15.0% |
| YTD | -21.1% | 0.0% | -21.1% | -21.6% |
| 1Y | -61.1% | +54.3% | -115.4% | -62.2% |
| 3Y | -56.8% | +230.7% | -287.5% | -59.9% |
| 5Y | -54.2% | +111.6% | -165.8% | -56.9% |
| 10Y | +1.6% | +211.7% | -210.1% | -7.4% |
| All | +2,478.4% | +1,235.6% | +1,242.8% | +2,513.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling