-47.5%
FISV vs DOCS
+39.4%
-86.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.3% | +3.7% |
| 7D | +1.4% | +2.6% | -1.1% | +1.2% |
| 30D | +38.4% | +11.4% | +27.0% | +37.1% |
| 3M | +14.9% | +25.4% | -10.5% | +12.7% |
| 6M | +21.8% | +42.5% | -20.8% | +17.5% |
| YTD | -5.0% | -24.7% | +19.7% | -4.8% |
| 1Y | -1.2% | -32.9% | +31.8% | -0.3% |
| 3Y | -47.5% | +39.6% | -87.1% | -48.3% |
| All | -47.5% | +39.4% | -86.9% | -48.3% |
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 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