-3.7%
FISV vs PSA
+28.0%
-31.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.8% | +3.4% | +5.0% |
| 7D | +29.6% | +10.5% | +19.1% | +24.5% |
| 30D | +34.5% | +21.7% | +12.8% | +24.6% |
| 3M | +11.2% | +6.1% | +5.2% | +8.2% |
| 6M | -1.2% | +18.3% | -19.5% | -6.2% |
| YTD | -7.6% | +36.1% | -43.7% | -19.6% |
| 1Y | -3.7% | +29.3% | -33.0% | -13.0% |
| All | -3.7% | +28.0% | -31.8% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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