-36.0%
FISV vs DOCS
-53.5%
+17.5%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.5% | -1.6% | +0.7% |
| 7D | +3.0% | -4.2% | +7.2% | +3.4% |
| 30D | +38.8% | +8.6% | +30.1% | +37.5% |
| 3M | +21.2% | +27.2% | -6.0% | +18.1% |
| 6M | +17.5% | +26.5% | -9.0% | +13.5% |
| YTD | -4.9% | -25.0% | +20.1% | -3.7% |
| 1Y | -0.6% | -37.0% | +36.4% | +2.3% |
| 3Y | -47.4% | +39.4% | -86.8% | -52.4% |
| 5Y | -36.0% | -56.7% | +20.6% | -38.5% |
| All | -36.0% | -53.5% | +17.5% | -38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling