+54.0%
DOCN vs FIS
-54.2%
+108.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.8% | +2.0% |
| 7D | -19.2% | -25.5% | +6.3% | -23.9% |
| 30D | -43.1% | -15.1% | -28.0% | -42.8% |
| 3M | -40.7% | -32.1% | -8.6% | -44.6% |
| 6M | -55.0% | -36.1% | -18.9% | -57.1% |
| YTD | +50.6% | -55.4% | +106.0% | +62.8% |
| 1Y | +54.0% | -53.9% | +107.8% | +65.4% |
| All | +54.0% | -54.2% | +108.1% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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