-46.8%
FISV vs DOCS
+55.4%
-102.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.1% | -0.1% | +0.9% |
| 7D | +22.3% | 0.0% | +22.3% | +22.3% |
| 30D | +39.2% | +7.8% | +31.4% | +38.3% |
| 3M | +21.2% | +20.0% | +1.2% | +19.2% |
| 6M | +14.5% | +26.5% | -12.0% | +11.5% |
| YTD | -5.4% | -25.8% | +20.3% | -5.1% |
| 1Y | -0.3% | -39.5% | +39.2% | +1.2% |
| 3Y | -46.8% | +60.3% | -107.1% | -48.8% |
| All | -46.8% | +55.4% | -102.2% | -48.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling