+10,678.2%
FISV vs PSA
+14,166.4%
-3,488.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | -1.6% | -0.4% | -1.2% | -1.4% |
| 30D | -3.0% | -8.2% | +5.2% | -0.2% |
| 3M | -3.5% | -2.1% | -1.4% | -2.8% |
| 6M | -19.4% | -0.2% | -19.2% | -19.6% |
| YTD | -24.3% | +18.5% | -42.8% | -28.6% |
| 1Y | -62.4% | +6.6% | -69.0% | -63.0% |
| 3Y | -58.2% | +24.5% | -82.6% | -61.4% |
| 5Y | -56.5% | +13.6% | -70.1% | -59.0% |
| 10Y | -0.5% | +102.0% | -102.5% | -22.7% |
| All | +10,678.2% | +14,166.4% | -3,488.2% | +4,313.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling