+76.5%
DE vs FIVN
-55.8%
+132.3%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.1% |
| 7D | -2.4% | -11.3% | +8.9% | -1.5% |
| 30D | +9.7% | -7.3% | +17.0% | +10.2% |
| 3M | +21.4% | +41.7% | -20.3% | +17.2% |
| 6M | +15.0% | +78.3% | -63.2% | +7.0% |
| YTD | +46.4% | +50.9% | -4.5% | +38.8% |
| 1Y | +45.6% | +19.7% | +26.0% | +42.8% |
| All | +76.5% | -55.8% | +132.3% | +89.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling