-3.7%
FISV vs DOCN
+110.0%
-113.8%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -7.2% | +13.4% | +5.5% |
| 7D | +29.6% | -20.0% | +49.7% | +27.1% |
| 30D | +34.5% | -38.8% | +73.3% | +29.4% |
| 3M | +11.2% | -34.8% | +46.1% | +8.2% |
| 6M | -1.2% | -22.8% | +21.6% | -2.5% |
| YTD | -7.6% | +74.6% | -82.2% | -13.0% |
| 1Y | -3.7% | +116.4% | -120.2% | -9.9% |
| All | -3.7% | +110.0% | -113.8% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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