+570.5%
DHR vs FIVN
+282.0%
+288.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +0.2% |
| 7D | -2.4% | -9.6% | +7.2% | -1.0% |
| 30D | -2.2% | -11.9% | +9.8% | -0.5% |
| 3M | +9.0% | +40.1% | -31.1% | +2.7% |
| 6M | +3.5% | +68.3% | -64.9% | -6.5% |
| YTD | -10.1% | +51.5% | -61.6% | -17.9% |
| 1Y | +6.2% | +15.1% | -8.9% | +0.8% |
| 3Y | -5.4% | -55.6% | +50.2% | +0.7% |
| 5Y | -27.9% | -82.4% | +54.5% | -16.1% |
| 10Y | +215.7% | +114.5% | +101.3% | +187.8% |
| All | +570.5% | +282.0% | +288.5% | +479.5% |
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