+203.8%
DHR vs FIVN
+118.5%
+85.3%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.4% | -1.5% | -0.4% |
| 7D | -3.6% | -7.8% | +4.2% | -2.3% |
| 30D | -2.7% | -1.7% | -1.0% | -2.7% |
| 3M | +10.9% | +47.2% | -36.3% | +2.5% |
| 6M | +3.0% | +82.7% | -79.7% | -10.0% |
| YTD | -12.2% | +52.9% | -65.1% | -21.3% |
| 1Y | +3.3% | +17.5% | -14.2% | -3.2% |
| 3Y | -8.2% | -55.8% | +47.6% | -0.5% |
| 5Y | -29.9% | -82.3% | +52.4% | -14.4% |
| All | +203.8% | +118.5% | +85.3% | +146.4% |
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