+22.3%
DIS vs FIVN
+105.2%
-82.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +1.9% | -0.5% |
| 7D | -3.5% | -9.6% | +6.1% | -2.2% |
| 30D | +1.0% | -11.9% | +12.9% | +2.6% |
| 3M | +5.7% | +40.1% | -34.4% | -0.2% |
| 6M | +3.3% | +68.3% | -65.1% | -6.6% |
| YTD | -7.7% | +51.5% | -59.2% | -15.6% |
| 1Y | -10.0% | +15.1% | -25.1% | -14.3% |
| 3Y | +31.7% | -55.6% | +87.3% | +39.0% |
| 5Y | -42.2% | -82.4% | +40.2% | -34.4% |
| 10Y | +22.3% | +114.5% | -92.1% | +10.8% |
| All | +22.3% | +105.2% | -82.9% | +10.8% |
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