+58.3%
DIA vs FIVN
-55.7%
+114.0%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.0% | -0.5% |
| 7D | -1.2% | -9.6% | +8.4% | -0.3% |
| 30D | -2.7% | -11.9% | +9.2% | -1.6% |
| 3M | +3.3% | +40.1% | -36.8% | -0.8% |
| 6M | +10.4% | +68.3% | -57.9% | +2.9% |
| YTD | +10.0% | +51.5% | -41.5% | +3.5% |
| 1Y | +16.2% | +15.1% | +1.1% | +13.2% |
| All | +58.3% | -55.7% | +114.0% | +61.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling