+851.5%
DE vs FIVN
+118.5%
+732.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.5% |
| 7D | -2.6% | -7.8% | +5.3% | -1.8% |
| 30D | +9.0% | -1.7% | +10.8% | +9.1% |
| 3M | +19.1% | +47.2% | -28.0% | +13.4% |
| 6M | +14.4% | +82.7% | -68.3% | +4.8% |
| YTD | +45.9% | +52.9% | -7.0% | +36.0% |
| 1Y | +43.6% | +17.5% | +26.1% | +38.0% |
| 3Y | +75.9% | -55.8% | +131.7% | +85.5% |
| 5Y | +98.8% | -82.3% | +181.1% | +126.4% |
| All | +851.5% | +118.5% | +732.9% | +647.8% |
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