+111.4%
DAL vs FIVN
-82.9%
+194.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.1% | +2.7% | +0.4% |
| 7D | -1.1% | -2.8% | +1.8% | -0.4% |
| 30D | +12.8% | -17.4% | +30.3% | +17.0% |
| 3M | -5.3% | -19.2% | +13.9% | -1.9% |
| 6M | +22.4% | +29.4% | -7.0% | +10.0% |
| YTD | +25.6% | +36.3% | -10.7% | +8.4% |
| 1Y | +45.5% | +33.5% | +12.0% | +26.2% |
| 3Y | +161.0% | -56.8% | +217.8% | +185.4% |
| All | +111.4% | -82.9% | +194.4% | +165.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling