+91.0%
DOCN vs FIS
-53.6%
+144.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +4.2% | -8.3% | -3.4% |
| 7D | +19.1% | +2.8% | +16.3% | +19.7% |
| 30D | -21.0% | -16.7% | -4.3% | -21.8% |
| 3M | -34.7% | -32.3% | -2.5% | -39.3% |
| 6M | -45.8% | -29.1% | -16.7% | -48.1% |
| YTD | +79.4% | -54.1% | +133.5% | +97.0% |
| 1Y | +91.0% | -53.7% | +144.7% | +109.8% |
| All | +91.0% | -53.6% | +144.6% | +109.8% |
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