-4.5%
FISV vs DOCS
-37.2%
+32.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.1% | -3.7% | -3.7% |
| 7D | -2.0% | +0.1% | -2.0% | -2.0% |
| 30D | +31.8% | +8.7% | +23.1% | +30.2% |
| 3M | +19.3% | +32.9% | -13.6% | +14.7% |
| 6M | +12.1% | +25.5% | -13.5% | +8.8% |
| YTD | -8.4% | -25.0% | +16.6% | -5.2% |
| 1Y | -4.5% | -34.9% | +30.4% | +0.7% |
| All | -4.5% | -37.2% | +32.8% | +0.7% |
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