+2,980.4%
FISV vs PAAS
+937.7%
+2,042.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.8% | +5.5% | -0.1% |
| 7D | +8.4% | +4.2% | +4.2% | +8.2% |
| 30D | +38.8% | -13.8% | +52.6% | +39.5% |
| 3M | +21.3% | -22.7% | +44.0% | +22.3% |
| 6M | +14.1% | -32.1% | +46.2% | +15.6% |
| YTD | -5.7% | -22.3% | +16.6% | -5.4% |
| 1Y | -0.8% | +7.7% | -8.4% | -2.0% |
| 3Y | -47.9% | +214.0% | -261.9% | -51.5% |
| 5Y | -36.8% | +63.2% | -100.0% | -40.0% |
| 10Y | +26.9% | +185.5% | -158.6% | +16.2% |
| All | +2,980.4% | +937.7% | +2,042.7% | +3,052.3% |
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