+99.3%
DINO vs FIVN
-55.7%
+155.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.6% | +0.2% |
| 7D | +2.0% | -9.6% | +11.5% | +3.4% |
| 30D | +27.7% | -11.9% | +39.6% | +29.8% |
| 3M | +56.3% | +40.1% | +16.2% | +46.3% |
| 6M | +107.6% | +68.3% | +39.2% | +87.0% |
| YTD | +140.2% | +51.5% | +88.7% | +118.9% |
| 1Y | +113.0% | +15.1% | +97.9% | +103.4% |
| All | +99.3% | -55.7% | +155.0% | +97.0% |
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