-0.4%
FISV vs DOCU
+10.8%
-11.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.8% | +1.0% |
| 7D | +22.3% | -4.8% | +27.1% | +24.5% |
| 30D | +39.2% | +9.4% | +29.8% | +34.0% |
| 3M | +21.2% | +29.0% | -7.8% | +8.8% |
| 6M | +14.5% | +62.3% | -47.8% | -6.7% |
| YTD | -5.4% | +13.7% | -19.1% | -17.5% |
| All | -0.4% | +10.8% | -11.2% | -13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling