+9.7%
DLR vs FIVN
+15.3%
-5.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -2.0% |
| 7D | -1.3% | -11.3% | +10.0% | -1.3% |
| 30D | -2.9% | -7.3% | +4.4% | -2.8% |
| 3M | +3.2% | +41.7% | -38.5% | +3.2% |
| 6M | +3.9% | +78.3% | -74.4% | +3.1% |
| YTD | +21.4% | +50.9% | -29.4% | +20.5% |
| 1Y | +9.7% | +19.7% | -10.0% | +10.1% |
| All | +9.7% | +15.3% | -5.6% | +10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling