-39.0%
FISV vs DOCN
-24.0%
-15.0%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.4% | -7.1% | -3.9% |
| 7D | -2.0% | +27.4% | -29.4% | -3.4% |
| 30D | +31.8% | -29.7% | +61.6% | +34.2% |
| 3M | +19.3% | -32.5% | +51.7% | +21.3% |
| 6M | +12.1% | -42.2% | +54.2% | +14.4% |
| YTD | -8.4% | +87.2% | -95.6% | -20.0% |
| 1Y | -4.5% | +86.2% | -90.7% | -16.5% |
| 3Y | -49.4% | +257.4% | -306.8% | -60.9% |
| 5Y | -39.0% | -27.4% | -11.6% | -46.5% |
| All | -39.0% | -24.0% | -15.0% | -46.5% |
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 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