-37.1%
FISV vs DOCN
-32.3%
-4.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | +0.1% |
| 7D | +25.7% | -19.2% | +44.9% | +27.1% |
| 30D | +38.8% | -43.1% | +81.8% | +42.9% |
| 3M | +16.2% | -40.7% | +56.9% | +18.8% |
| 6M | +12.1% | -55.0% | +67.0% | +16.1% |
| YTD | -6.4% | +50.6% | -57.0% | -17.0% |
| 1Y | +2.0% | +54.0% | -51.9% | -9.9% |
| 3Y | -47.4% | +203.9% | -251.3% | -59.1% |
| All | -37.1% | -32.3% | -4.9% | -45.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling