+121.4%
DAL vs FIVN
+104.7%
+16.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.1% | -1.1% |
| 7D | +2.3% | -22.8% | +25.1% | +6.3% |
| 30D | +14.3% | -21.3% | +35.6% | +18.2% |
| 3M | +1.3% | -14.0% | +15.3% | +2.7% |
| 6M | +29.3% | +31.1% | -1.8% | +20.7% |
| YTD | +33.0% | +40.0% | -7.0% | +20.8% |
| 1Y | +59.8% | +38.1% | +21.8% | +45.5% |
| 3Y | +177.2% | -55.7% | +232.9% | +188.9% |
| 5Y | +118.4% | -82.5% | +200.9% | +139.5% |
| 10Y | +121.4% | +92.4% | +29.0% | +76.6% |
| All | +121.4% | +104.7% | +16.7% | +76.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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