+43.3%
DIS vs FIVN
-55.4%
+98.7%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -17.6% | +17.2% | +1.5% |
| 7D | +5.2% | -22.6% | +27.9% | +8.0% |
| 30D | +11.5% | -16.8% | +28.2% | +13.2% |
| 3M | +11.5% | -0.9% | +12.4% | +10.3% |
| 6M | +8.9% | +28.4% | -19.5% | +3.6% |
| YTD | +3.4% | +40.2% | -36.8% | -4.3% |
| 1Y | +7.2% | +30.5% | -23.4% | +0.3% |
| 3Y | +43.3% | -56.2% | +99.5% | +45.7% |
| All | +43.3% | -55.4% | +98.7% | +45.7% |
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 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