+404.6%
DHI vs FIVN
+118.5%
+286.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.4% | +0.4% | +1.5% |
| 7D | -3.4% | -7.8% | +4.4% | -2.1% |
| 30D | -5.4% | -1.7% | -3.7% | -5.3% |
| 3M | -10.4% | +47.2% | -57.6% | -16.9% |
| 6M | -2.8% | +82.7% | -85.5% | -14.9% |
| YTD | -3.4% | +52.9% | -56.3% | -13.3% |
| 1Y | -22.9% | +17.5% | -40.4% | -27.5% |
| 3Y | +20.7% | -55.8% | +76.5% | +31.7% |
| 5Y | +62.1% | -82.3% | +144.5% | +101.4% |
| All | +404.6% | +118.5% | +286.1% | +326.4% |
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