+253.9%
DINO vs FIVN
+292.8%
-38.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -6.1% | +8.9% | +3.4% |
| 7D | +4.2% | -8.2% | +12.4% | +5.0% |
| 30D | +33.9% | -8.1% | +42.0% | +34.8% |
| 3M | +50.5% | +34.9% | +15.6% | +45.1% |
| 6M | +95.2% | +72.6% | +22.5% | +82.5% |
| YTD | +140.6% | +55.8% | +84.8% | +126.3% |
| 1Y | +119.0% | +17.1% | +101.8% | +111.3% |
| 3Y | +100.4% | -54.3% | +154.7% | +105.1% |
| 5Y | +324.6% | -81.6% | +406.1% | +355.1% |
| 10Y | +485.3% | +109.2% | +376.1% | +350.8% |
| All | +253.9% | +292.8% | -38.9% | +149.4% |
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