+126.4%
DAL vs FIVN
+103.9%
+22.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.1% | +4.6% | -0.5% |
| 7D | +3.4% | -8.2% | +11.6% | +4.8% |
| 30D | -13.6% | -8.1% | -5.4% | -12.6% |
| 3M | +1.2% | +34.9% | -33.7% | -4.8% |
| 6M | +34.5% | +72.6% | -38.1% | +19.4% |
| YTD | +14.7% | +55.8% | -41.1% | +3.2% |
| 1Y | +29.2% | +17.1% | +12.1% | +21.9% |
| 3Y | +100.0% | -54.3% | +154.3% | +108.7% |
| 5Y | +106.3% | -81.6% | +187.9% | +125.7% |
| 10Y | +126.4% | +109.2% | +17.2% | +72.8% |
| All | +126.4% | +103.9% | +22.5% | +72.8% |
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