+4.9%
DG vs FIVN
-55.7%
+60.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.8% | +0.2% | -2.4% |
| 7D | -4.8% | -9.6% | +4.8% | -4.2% |
| 30D | +1.8% | -11.9% | +13.7% | +2.5% |
| 3M | +14.5% | +40.1% | -25.6% | +12.1% |
| 6M | -13.6% | +68.3% | -81.9% | -16.4% |
| YTD | -4.8% | +51.5% | -56.3% | -7.7% |
| 1Y | +21.6% | +15.1% | +6.4% | +19.0% |
| All | +4.9% | -55.7% | +60.6% | +12.5% |
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