+1,055.3%
DELL vs FIVN
-82.6%
+1,137.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.4% | -5.0% | -5.3% |
| 7D | -1.9% | -11.3% | +9.4% | +0.2% |
| 30D | +14.9% | -7.3% | +22.2% | +16.1% |
| 3M | +37.2% | +41.7% | -4.5% | +26.6% |
| 6M | +254.0% | +78.3% | +175.7% | +210.2% |
| YTD | +306.1% | +50.9% | +255.3% | +264.8% |
| 1Y | +312.3% | +19.7% | +292.6% | +286.5% |
| 3Y | +654.0% | -55.7% | +709.8% | +692.6% |
| 5Y | +1,055.3% | -82.6% | +1,137.9% | +1,222.6% |
| All | +1,055.3% | -82.6% | +1,137.9% | +1,222.6% |
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 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