+29.2%
DAL vs FIVN
+16.7%
+12.5%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.1% | +4.6% | -0.8% |
| 7D | +3.4% | -8.2% | +11.6% | +4.4% |
| 30D | -13.6% | -8.1% | -5.4% | -12.8% |
| 3M | +1.2% | +34.9% | -33.7% | -3.6% |
| 6M | +34.5% | +72.6% | -38.1% | +21.7% |
| YTD | +14.7% | +55.8% | -41.1% | +6.7% |
| 1Y | +29.2% | +17.1% | +12.1% | +24.6% |
| All | +29.2% | +16.7% | +12.5% | +24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling