-38.7%
DG vs FIVN
-82.6%
+44.0%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | -6.3% | -11.3% | +5.0% | -5.5% |
| 30D | +2.4% | -7.3% | +9.7% | +2.9% |
| 3M | +12.4% | +41.7% | -29.3% | +9.7% |
| 6M | -14.9% | +78.3% | -93.2% | -18.5% |
| YTD | -6.1% | +50.9% | -56.9% | -9.4% |
| 1Y | +17.9% | +19.7% | -1.8% | +15.1% |
| 3Y | +3.1% | -55.7% | +58.9% | +7.1% |
| 5Y | -38.7% | -82.6% | +43.9% | -34.0% |
| All | -38.7% | -82.6% | +44.0% | -34.0% |
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