+457.4%
DLR vs FIVN
+318.5%
+138.9%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.8% | +0.6% |
| 7D | +1.6% | -2.3% | +3.9% | +1.8% |
| 30D | -3.4% | +12.4% | -15.8% | -4.8% |
| 3M | +0.5% | +36.0% | -35.5% | -3.4% |
| 6M | +4.6% | +86.0% | -81.4% | -3.8% |
| YTD | +23.4% | +65.9% | -42.5% | +14.5% |
| 1Y | +19.0% | +26.5% | -7.5% | +13.5% |
| 3Y | +56.5% | -54.2% | +110.7% | +63.7% |
| 5Y | +33.3% | -80.5% | +113.8% | +46.6% |
| 10Y | +165.1% | +109.6% | +55.5% | +147.5% |
| All | +457.4% | +318.5% | +138.9% | +408.4% |
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