+32.8%
DIS vs FIVN
-55.5%
+88.3%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +5.9% | +0.5% |
| 7D | -1.1% | -8.2% | +7.1% | -0.1% |
| 30D | +0.1% | -8.1% | +8.3% | +1.0% |
| 3M | +7.1% | +34.9% | -27.8% | +2.3% |
| 6M | +4.3% | +72.6% | -68.4% | -5.2% |
| YTD | -6.9% | +55.8% | -62.7% | -14.4% |
| 1Y | -10.3% | +17.1% | -27.5% | -13.5% |
| 3Y | +32.8% | -54.3% | +87.1% | +32.5% |
| All | +32.8% | -55.5% | +88.3% | +32.5% |
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 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