-12.0%
FISV vs DOCU
+104.2%
-116.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.5% |
| 7D | +25.7% | -5.5% | +31.3% | +26.8% |
| 30D | +38.8% | +12.6% | +26.1% | +35.9% |
| 3M | +16.2% | +36.4% | -20.2% | +10.1% |
| 6M | +12.1% | +66.8% | -54.7% | +2.7% |
| YTD | -6.4% | +13.5% | -19.9% | -9.4% |
| 1Y | +2.0% | +11.3% | -9.3% | -1.1% |
| 3Y | -47.4% | +92.1% | -139.5% | -54.1% |
| 5Y | -37.3% | -71.0% | +33.6% | -34.4% |
| All | -12.0% | +104.2% | -116.3% | -40.7% |
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