+23.1%
DBX vs FIVN
-2.9%
+26.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.4% |
| 7D | -1.8% | -11.3% | +9.5% | +1.5% |
| 30D | +2.8% | -7.3% | +10.1% | +5.0% |
| 3M | +26.8% | +41.7% | -14.9% | +13.6% |
| 6M | +32.8% | +78.3% | -45.5% | +9.6% |
| YTD | +26.1% | +50.9% | -24.8% | +8.2% |
| 1Y | +14.1% | +19.7% | -5.5% | +3.7% |
| 3Y | +25.7% | -55.7% | +81.5% | +44.1% |
| 5Y | +11.2% | -82.6% | +93.7% | +60.2% |
| All | +23.1% | -2.9% | +26.0% | -19.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling