-11.1%
FISV vs DOCU
+104.6%
-115.7%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | +22.3% | -4.8% | +27.1% | +23.3% |
| 30D | +39.2% | +9.4% | +29.8% | +37.0% |
| 3M | +21.2% | +29.0% | -7.8% | +15.9% |
| 6M | +14.5% | +62.3% | -47.8% | +5.4% |
| YTD | -5.4% | +13.7% | -19.1% | -8.5% |
| 1Y | -0.3% | +11.5% | -11.8% | -3.4% |
| 3Y | -46.8% | +94.2% | -141.0% | -53.6% |
| 5Y | -36.2% | -71.7% | +35.5% | -33.0% |
| All | -11.1% | +104.6% | -115.7% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling