+168.3%
DAL vs FIVN
+318.5%
-150.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.4% | +4.2% | +2.2% |
| 7D | +0.1% | -2.3% | +2.4% | +0.5% |
| 30D | -13.9% | +12.4% | -26.3% | -15.9% |
| 3M | +1.1% | +36.0% | -34.9% | -4.5% |
| 6M | +26.2% | +86.0% | -59.7% | +11.9% |
| YTD | +16.4% | +65.9% | -49.5% | +4.7% |
| 1Y | +33.9% | +26.5% | +7.3% | +25.3% |
| 3Y | +93.4% | -54.2% | +147.6% | +101.4% |
| 5Y | +106.4% | -80.5% | +186.8% | +125.7% |
| 10Y | +143.0% | +109.6% | +33.3% | +92.5% |
| All | +168.3% | +318.5% | -150.2% | +93.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling