+13,049.6%
FISV vs DOC
+2,934.4%
+10,115.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.1% | +3.1% | +5.2% |
| 7D | +29.6% | +8.7% | +20.9% | +26.3% |
| 30D | +34.5% | +7.6% | +26.8% | +31.4% |
| 3M | +11.2% | -5.3% | +16.5% | +13.1% |
| 6M | -1.2% | +27.6% | -28.8% | -9.8% |
| YTD | -7.6% | +32.4% | -40.0% | -16.7% |
| 1Y | -3.7% | +22.9% | -26.6% | -11.2% |
| 3Y | -48.1% | +43.1% | -91.2% | -54.9% |
| 5Y | -39.1% | -21.4% | -17.8% | -36.2% |
| 10Y | +26.7% | +16.8% | +9.9% | +13.1% |
| All | +13,049.6% | +2,934.4% | +10,115.2% | +4,056.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling