-41.6%
FISV vs DOCS
-21.3%
-20.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.1% | -0.2% |
| 7D | +8.4% | -0.6% | +9.0% | +8.5% |
| 30D | +38.8% | +6.3% | +32.5% | +38.0% |
| 3M | +21.3% | +26.5% | -5.2% | +18.7% |
| 6M | +14.1% | +24.8% | -10.7% | +10.9% |
| YTD | -5.7% | -26.8% | +21.1% | -4.6% |
| 1Y | -0.8% | -38.3% | +37.5% | +1.7% |
| 3Y | -47.9% | +36.0% | -83.9% | -51.5% |
| 5Y | -36.8% | -55.0% | +18.1% | -39.5% |
| All | -41.6% | -21.3% | -20.4% | -44.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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