+26.3%
FISV vs DOC
+15.7%
+10.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.5% | -0.1% |
| 7D | +25.7% | +6.5% | +19.2% | +22.7% |
| 30D | +38.8% | +9.2% | +29.6% | +34.0% |
| 3M | +16.2% | -2.5% | +18.7% | +17.2% |
| 6M | +12.1% | +7.1% | +5.0% | +8.6% |
| YTD | -6.4% | +33.0% | -39.4% | -18.1% |
| 1Y | +2.0% | +23.3% | -21.2% | -8.0% |
| 3Y | -47.4% | +44.9% | -92.4% | -56.5% |
| 5Y | -37.3% | -21.6% | -15.7% | -32.8% |
| All | +26.3% | +15.7% | +10.6% | +13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling