+2.0%
FISV vs DOCS
-49.1%
+51.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.0% | +2.2% | +0.5% |
| 7D | +25.7% | -0.8% | +26.5% | +25.8% |
| 30D | +38.8% | +17.4% | +21.4% | +36.1% |
| 3M | +16.2% | +57.4% | -41.1% | +10.4% |
| 6M | +12.1% | +26.5% | -14.5% | +8.8% |
| YTD | -6.4% | -26.6% | +20.2% | -7.3% |
| 1Y | +2.0% | -48.1% | +50.1% | +1.0% |
| All | +2.0% | -49.1% | +51.2% | +1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling