+317.3%
DIA vs FIVN
+318.5%
-1.2%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.3% |
| 7D | -0.2% | -2.3% | +2.1% | +0.1% |
| 30D | -1.5% | +12.4% | -13.9% | -3.0% |
| 3M | +3.8% | +36.0% | -32.3% | -0.2% |
| 6M | +10.3% | +86.0% | -75.7% | +1.6% |
| YTD | +12.1% | +65.9% | -53.8% | +4.2% |
| 1Y | +18.6% | +26.5% | -7.9% | +13.3% |
| 3Y | +60.6% | -54.2% | +114.8% | +66.7% |
| 5Y | +64.4% | -80.5% | +144.9% | +80.4% |
| 10Y | +250.1% | +109.6% | +140.5% | +200.0% |
| All | +317.3% | +318.5% | -1.2% | +237.4% |
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 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