-13.9%
FISV vs DOCU
+110.9%
-124.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.8% | -3.8% |
| 7D | -2.0% | +1.6% | -3.5% | -2.2% |
| 30D | +31.8% | +10.8% | +21.0% | +29.4% |
| 3M | +19.3% | +38.0% | -18.7% | +12.8% |
| 6M | +12.1% | +77.4% | -65.3% | +1.7% |
| YTD | -8.4% | +17.2% | -25.6% | -11.9% |
| 1Y | -4.5% | +15.6% | -20.0% | -8.0% |
| 3Y | -49.4% | +95.6% | -145.0% | -56.0% |
| 5Y | -39.0% | -69.7% | +30.7% | -36.5% |
| All | -13.9% | +110.9% | -124.9% | -42.3% |
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