-4.3%
DAR vs FIVN
-82.0%
+77.7%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.3% | +1.0% |
| 7D | -0.2% | -9.6% | +9.4% | +1.2% |
| 30D | +7.4% | -11.9% | +19.4% | +9.2% |
| 3M | +15.7% | +40.1% | -24.4% | +8.2% |
| 6M | +30.0% | +68.3% | -38.3% | +16.2% |
| YTD | +87.5% | +51.5% | +36.1% | +69.4% |
| 1Y | +113.4% | +15.1% | +98.2% | +102.3% |
| 3Y | +15.3% | -55.6% | +70.9% | +25.2% |
| 5Y | -4.3% | -82.4% | +78.1% | +15.9% |
| All | -4.3% | -82.0% | +77.7% | +15.9% |
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