-12.2%
FISV vs DOCU
+107.7%
-119.9%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.0% | +3.1% | +1.4% |
| 7D | +29.4% | -3.2% | +32.6% | +30.1% |
| 30D | +38.0% | +15.7% | +22.3% | +34.5% |
| 3M | +15.9% | +37.3% | -21.3% | +9.7% |
| 6M | +9.5% | +63.1% | -53.6% | +0.7% |
| YTD | -6.6% | +15.4% | -22.0% | -9.9% |
| 1Y | -2.0% | +11.3% | -13.3% | -5.0% |
| 3Y | -47.5% | +92.1% | -139.6% | -54.2% |
| 5Y | -37.5% | -70.5% | +33.0% | -34.7% |
| All | -12.2% | +107.7% | -119.9% | -41.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling