-27.9%
DAR vs FIVN
-82.9%
+55.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.1% | +4.2% | +1.6% |
| 7D | +11.6% | -2.8% | +14.4% | +12.0% |
| 30D | -10.2% | -17.4% | +7.2% | -8.2% |
| 3M | -14.8% | -19.2% | +4.3% | -13.2% |
| 6M | -10.1% | +29.4% | -39.4% | -16.2% |
| YTD | +55.5% | +36.3% | +19.3% | +41.0% |
| 1Y | +61.7% | +33.5% | +28.2% | +46.9% |
| 3Y | +37.2% | -56.8% | +94.0% | +48.7% |
| All | -27.9% | -82.9% | +55.0% | -13.1% |
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 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