+173.8%
DAL vs FIVN
-55.4%
+229.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -17.6% | +19.8% | +6.0% |
| 7D | +8.8% | -22.6% | +31.4% | +14.5% |
| 30D | +5.4% | -16.8% | +22.1% | +8.8% |
| 3M | -4.9% | -0.9% | -4.0% | -7.0% |
| 6M | +19.8% | +28.4% | -8.6% | +8.4% |
| YTD | +27.0% | +40.2% | -13.3% | +9.4% |
| 1Y | +52.5% | +30.5% | +21.9% | +34.0% |
| 3Y | +173.8% | -56.2% | +230.1% | +173.7% |
| All | +173.8% | -55.4% | +229.2% | +173.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling