-1.2%
FISV vs DOCN
+81.2%
-82.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -4.2% | +7.9% | +3.3% |
| 7D | +1.4% | +19.1% | -17.7% | +3.3% |
| 30D | +38.4% | -21.0% | +59.5% | +36.1% |
| 3M | +14.9% | -34.7% | +49.7% | +11.8% |
| 6M | +21.8% | -45.8% | +67.6% | +18.2% |
| YTD | -5.0% | +79.4% | -84.4% | -13.4% |
| 1Y | -1.2% | +91.0% | -92.2% | -10.5% |
| All | -1.2% | +81.2% | -82.3% | -10.5% |
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