+122.8%
DAL vs FIVN
+102.4%
+20.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -17.6% | +19.8% | +5.0% |
| 7D | +8.8% | -22.6% | +31.4% | +13.0% |
| 30D | +5.4% | -16.8% | +22.1% | +7.9% |
| 3M | -4.9% | -0.9% | -4.0% | -6.2% |
| 6M | +19.8% | +28.4% | -8.6% | +12.3% |
| YTD | +27.0% | +40.2% | -13.3% | +15.4% |
| 1Y | +52.5% | +30.5% | +21.9% | +40.0% |
| 3Y | +173.8% | -56.2% | +230.1% | +185.9% |
| 5Y | +104.5% | -81.0% | +185.5% | +123.4% |
| All | +122.8% | +102.4% | +20.4% | +78.9% |
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