+7.8%
DBX vs FIVN
-82.0%
+89.8%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.8% | +5.1% | +3.0% |
| 7D | +0.3% | -9.6% | +9.8% | +3.0% |
| 30D | 0.0% | -11.9% | +11.9% | +3.4% |
| 3M | +26.1% | +40.1% | -14.0% | +14.1% |
| 6M | +29.4% | +68.3% | -39.0% | +9.8% |
| YTD | +24.4% | +51.5% | -27.0% | +7.8% |
| 1Y | +10.9% | +15.1% | -4.3% | +2.5% |
| 3Y | +24.1% | -55.6% | +79.6% | +42.0% |
| 5Y | +7.8% | -82.4% | +90.2% | +60.5% |
| All | +7.8% | -82.0% | +89.8% | +60.5% |
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