+724.9%
DELL vs FIVN
-55.2%
+780.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.4% | +10.6% | +11.7% |
| 7D | +8.2% | -7.8% | +16.1% | +9.9% |
| 30D | +17.1% | -1.7% | +18.8% | +17.2% |
| 3M | +45.2% | +47.2% | -2.0% | +32.3% |
| 6M | +286.8% | +82.7% | +204.1% | +235.4% |
| YTD | +354.8% | +52.9% | +301.9% | +306.4% |
| 1Y | +358.3% | +17.5% | +340.8% | +333.7% |
| 3Y | +724.9% | -55.8% | +780.7% | +704.2% |
| All | +724.9% | -55.2% | +780.1% | +704.2% |
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