+192.6%
DAL vs FIVN
+253.7%
-61.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -17.6% | +19.8% | +4.8% |
| 7D | +8.8% | -22.6% | +31.4% | +12.7% |
| 30D | +5.4% | -16.8% | +22.1% | +7.8% |
| 3M | -4.9% | -0.9% | -4.0% | -6.1% |
| 6M | +19.8% | +28.4% | -8.6% | +12.9% |
| YTD | +27.0% | +40.2% | -13.3% | +16.2% |
| 1Y | +52.5% | +30.5% | +21.9% | +40.9% |
| 3Y | +173.8% | -56.2% | +230.1% | +186.2% |
| 5Y | +104.5% | -81.0% | +185.5% | +125.6% |
| 10Y | +129.7% | +105.3% | +24.5% | +82.5% |
| All | +192.6% | +253.7% | -61.1% | +114.4% |
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