-17.7%
FISV vs PDD
+203.8%
-221.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.1% | +1.2% |
| 7D | +22.3% | -1.4% | +23.8% | +22.4% |
| 30D | +39.2% | -1.0% | +40.3% | +39.3% |
| 3M | +21.2% | -12.3% | +33.5% | +22.2% |
| 6M | +14.5% | -18.5% | +33.0% | +15.8% |
| YTD | -5.4% | -29.0% | +23.6% | -3.5% |
| 1Y | -0.3% | -40.7% | +40.4% | +3.0% |
| 3Y | -46.8% | -25.7% | -21.1% | -46.8% |
| 5Y | -36.2% | -3.3% | -32.9% | -40.2% |
| All | -17.7% | +203.8% | -221.5% | -32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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