-47.4%
FISV vs DOCU
+87.9%
-135.4%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.7% | +1.9% | +0.6% |
| 7D | +25.7% | -5.5% | +31.3% | +27.3% |
| 30D | +38.8% | +12.6% | +26.1% | +34.9% |
| 3M | +16.2% | +36.4% | -20.2% | +7.9% |
| 6M | +12.1% | +66.8% | -54.7% | -0.4% |
| YTD | -6.4% | +13.5% | -19.9% | -12.0% |
| 1Y | +2.0% | +11.3% | -9.3% | -3.9% |
| 3Y | -47.4% | +92.1% | -139.5% | -52.3% |
| All | -47.4% | +87.9% | -135.4% | -52.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling