+248.1%
DGX vs FIVN
+118.5%
+129.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.3% | +1.6% |
| 7D | -0.9% | -7.8% | +7.0% | -0.2% |
| 30D | -1.2% | -1.7% | +0.6% | -1.1% |
| 3M | +15.8% | +47.2% | -31.4% | +11.3% |
| 6M | +18.2% | +82.7% | -64.5% | +10.4% |
| YTD | +37.2% | +52.9% | -15.7% | +29.8% |
| 1Y | +30.4% | +17.5% | +12.9% | +26.3% |
| 3Y | +96.7% | -55.8% | +152.5% | +106.3% |
| 5Y | +67.2% | -82.3% | +149.5% | +89.3% |
| All | +248.1% | +118.5% | +129.6% | +193.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling