-53.9%
FISV vs DOCS
-73.4%
+19.5%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +0.8% |
| 7D | -0.3% | -1.4% | +1.1% | -0.2% |
| 30D | -2.1% | +21.8% | -23.9% | -4.4% |
| 3M | -5.7% | +27.3% | -33.0% | -8.4% |
| 6M | -15.3% | -0.3% | -15.0% | -16.2% |
| YTD | -21.1% | -40.5% | +19.4% | -18.3% |
| 1Y | -61.1% | -61.5% | +0.5% | -58.2% |
| 3Y | -56.8% | +8.2% | -65.0% | -59.6% |
| All | -53.9% | -73.4% | +19.5% | -56.0% |
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 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