+46.7%
DIS vs FIVN
+318.5%
-271.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.4% |
| 7D | -2.6% | -2.3% | -0.3% | -2.3% |
| 30D | +3.5% | +12.4% | -8.9% | +1.6% |
| 3M | +6.8% | +36.0% | -29.2% | +1.9% |
| 6M | +3.0% | +86.0% | -83.0% | -6.9% |
| YTD | -6.7% | +65.9% | -72.7% | -14.8% |
| 1Y | -10.1% | +26.5% | -36.6% | -15.0% |
| 3Y | +33.0% | -54.2% | +87.3% | +38.8% |
| 5Y | -40.0% | -80.5% | +40.5% | -33.9% |
| 10Y | +21.1% | +109.6% | -88.6% | +6.9% |
| All | +46.7% | +318.5% | -271.8% | +22.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling