+220.3%
DAR vs FIVN
+292.8%
-72.5%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -6.1% | +9.1% | +3.7% |
| 7D | -0.9% | -8.2% | +7.4% | +0.1% |
| 30D | +13.0% | -8.1% | +21.1% | +13.9% |
| 3M | +15.0% | +34.9% | -19.9% | +9.5% |
| 6M | +26.8% | +72.6% | -45.8% | +15.5% |
| YTD | +86.4% | +55.8% | +30.7% | +71.1% |
| 1Y | +115.1% | +17.1% | +98.0% | +104.7% |
| 3Y | +14.6% | -54.3% | +68.9% | +20.6% |
| 5Y | -8.8% | -81.6% | +72.8% | +2.7% |
| 10Y | +356.5% | +109.2% | +247.4% | +285.7% |
| All | +220.3% | +292.8% | -72.5% | +157.6% |
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