-4.5%
FISV vs PCAR
+11.4%
-15.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.7% | -2.1% | -3.5% |
| 7D | -2.0% | +2.1% | -4.1% | -2.3% |
| 30D | +31.8% | -1.2% | +33.0% | +31.9% |
| 3M | +19.3% | -18.6% | +37.9% | +22.2% |
| 6M | +12.1% | -5.1% | +17.1% | +13.3% |
| YTD | -8.4% | -1.8% | -6.7% | -9.0% |
| 1Y | -4.5% | +10.6% | -15.1% | -7.3% |
| All | -4.5% | +11.4% | -15.8% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PCAR.
Daily Out/Under-Performance
Portfolio return minus PCAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCAR 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 1y: compounded portfolio wealth divided by compounded PCAR 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…
1y analysis · Full analysis span regression · 6 months rolling