+13,361.1%
FISV vs PCAR
+12,989.1%
+372.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PCAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.7% | -2.7% | -0.4% |
| 7D | +22.3% | +2.9% | +19.4% | +21.0% |
| 30D | +39.2% | -2.1% | +41.3% | +40.3% |
| 3M | +21.2% | -20.4% | +41.6% | +31.9% |
| 6M | +14.5% | -7.0% | +21.5% | +16.8% |
| YTD | -5.4% | -2.6% | -2.8% | -5.7% |
| 1Y | -0.3% | +9.8% | -10.1% | -5.2% |
| 3Y | -46.8% | +37.3% | -84.0% | -54.7% |
| 5Y | -36.2% | +116.4% | -152.7% | -54.8% |
| 10Y | +26.4% | +293.0% | -266.6% | -30.3% |
| All | +13,361.1% | +12,989.1% | +372.0% | +2,200.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling