+475.0%
DINO vs FIVN
+118.5%
+356.4%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.2% | 0.0% |
| 7D | +2.3% | -7.8% | +10.2% | +3.1% |
| 30D | +22.6% | -1.7% | +24.4% | +22.7% |
| 3M | +55.2% | +47.2% | +8.0% | +48.4% |
| 6M | +93.8% | +82.7% | +11.0% | +80.5% |
| YTD | +139.5% | +52.9% | +86.6% | +126.0% |
| 1Y | +115.3% | +17.5% | +97.8% | +107.8% |
| 3Y | +98.8% | -55.8% | +154.6% | +102.6% |
| 5Y | +333.5% | -82.3% | +415.8% | +357.9% |
| All | +475.0% | +118.5% | +356.4% | +381.7% |
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