-41.5%
DIS vs FIVN
-81.8%
+40.3%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +5.9% | +0.8% |
| 7D | -1.1% | -8.2% | +7.1% | +0.3% |
| 30D | +0.1% | -8.1% | +8.3% | +1.3% |
| 3M | +7.1% | +34.9% | -27.8% | +0.4% |
| 6M | +4.3% | +72.6% | -68.4% | -8.5% |
| YTD | -6.9% | +55.8% | -62.7% | -17.2% |
| 1Y | -10.3% | +17.1% | -27.5% | -15.7% |
| 3Y | +32.8% | -54.3% | +87.1% | +43.8% |
| 5Y | -41.5% | -81.6% | +40.1% | -28.3% |
| All | -41.5% | -81.8% | +40.3% | -28.3% |
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