+174.1%
DG vs FIVN
+318.5%
-144.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.7% |
| 7D | +8.4% | -2.3% | +10.7% | +8.6% |
| 30D | +4.9% | +12.4% | -7.5% | +3.7% |
| 3M | +29.3% | +36.0% | -6.7% | +25.4% |
| 6M | -11.3% | +86.0% | -97.2% | -16.7% |
| YTD | +1.8% | +65.9% | -64.2% | -3.9% |
| 1Y | +25.3% | +26.5% | -1.2% | +20.9% |
| 3Y | +9.1% | -54.2% | +63.3% | +13.3% |
| 5Y | -34.9% | -80.5% | +45.6% | -28.7% |
| 10Y | +108.2% | +109.6% | -1.5% | +87.9% |
| All | +174.1% | +318.5% | -144.4% | +134.3% |
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