+333.0%
DINO vs FIVN
-82.6%
+415.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +1.5% | -11.3% | +12.8% | +2.9% |
| 30D | +25.9% | -7.3% | +33.2% | +26.9% |
| 3M | +53.2% | +41.7% | +11.5% | +45.0% |
| 6M | +105.5% | +78.3% | +27.2% | +87.6% |
| YTD | +139.2% | +50.9% | +88.4% | +122.0% |
| 1Y | +117.4% | +19.7% | +97.7% | +107.2% |
| 3Y | +99.3% | -55.7% | +155.0% | +103.9% |
| 5Y | +333.0% | -82.6% | +415.6% | +378.5% |
| All | +333.0% | -82.6% | +415.6% | +378.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling