-53.9%
FISV vs DOCN
+54.1%
-108.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.3% | +0.3% |
| 7D | -0.3% | +1.1% | -1.5% | -0.4% |
| 30D | -2.1% | -9.6% | +7.6% | -1.6% |
| 3M | -5.7% | -37.7% | +31.9% | -3.0% |
| 6M | -15.3% | +115.2% | -130.5% | -25.0% |
| YTD | -21.1% | +133.7% | -154.8% | -31.1% |
| 1Y | -61.1% | +250.2% | -311.2% | -67.9% |
| 3Y | -56.8% | +320.3% | -377.1% | -66.5% |
| All | -53.9% | +54.1% | -108.0% | -62.6% |
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