-31.9%
DIS vs FIVN
-81.1%
+49.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -17.6% | +17.2% | +2.5% |
| 7D | +5.2% | -22.6% | +27.9% | +9.4% |
| 30D | +11.5% | -16.8% | +28.2% | +14.1% |
| 3M | +11.5% | -0.9% | +12.4% | +9.8% |
| 6M | +8.9% | +28.4% | -19.5% | +1.4% |
| YTD | +3.4% | +40.2% | -36.8% | -7.4% |
| 1Y | +7.2% | +30.5% | -23.4% | -2.8% |
| 3Y | +43.3% | -56.2% | +99.5% | +54.7% |
| All | -31.9% | -81.1% | +49.2% | -19.3% |
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