+3,002.8%
FISV vs PAAS
+875.6%
+2,127.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.7% |
| 7D | +1.4% | -8.9% | +10.3% | +1.8% |
| 30D | +38.4% | -11.4% | +49.9% | +39.1% |
| 3M | +14.9% | -20.4% | +35.4% | +15.9% |
| 6M | +21.8% | -40.7% | +62.5% | +24.1% |
| YTD | -5.0% | -26.9% | +21.9% | -4.5% |
| 1Y | -1.2% | -3.1% | +1.9% | -2.0% |
| 3Y | -47.5% | +199.3% | -246.8% | -51.0% |
| 5Y | -36.7% | +48.3% | -85.0% | -39.6% |
| 10Y | +26.9% | +197.6% | -170.8% | +16.2% |
| All | +3,002.8% | +875.6% | +2,127.2% | +3,083.6% |
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