+143.3%
DELL vs FIVN
+55.4%
+87.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.6% | -10.4% | -9.1% |
| 7D | -24.6% | -3.4% | -21.2% | -24.2% |
| 30D | -32.5% | +5.8% | -38.2% | -32.9% |
| 3M | -20.2% | +22.0% | -42.2% | -22.7% |
| 6M | +76.5% | +55.7% | +20.7% | +65.5% |
| YTD | +198.9% | +81.3% | +117.6% | +174.7% |
| 1Y | +143.3% | +58.0% | +85.4% | +137.6% |
| All | +143.3% | +55.4% | +87.9% | +137.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling