+4,770.1%
DELL vs FIVN
+128.6%
+4,641.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.1% | +8.0% | +3.0% |
| 7D | +25.6% | -8.2% | +33.8% | +27.5% |
| 30D | +17.7% | -8.1% | +25.8% | +19.2% |
| 3M | +33.4% | +34.9% | -1.5% | +24.4% |
| 6M | +266.2% | +72.6% | +193.6% | +222.8% |
| YTD | +328.0% | +55.8% | +272.2% | +282.0% |
| 1Y | +339.6% | +17.1% | +322.4% | +312.9% |
| 3Y | +694.6% | -54.3% | +748.9% | +744.8% |
| 5Y | +1,122.0% | -81.6% | +1,203.5% | +1,352.2% |
| 10Y | +4,062.5% | +109.2% | +3,953.3% | +2,987.1% |
| All | +4,770.1% | +128.6% | +4,641.5% | +3,545.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling