+18.9%
DLTR vs FIVN
+20.3%
-1.4%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.5% |
| 7D | -10.1% | -7.8% | -2.2% | -9.6% |
| 30D | -8.1% | -1.7% | -6.4% | -8.0% |
| 3M | +2.9% | +47.2% | -44.3% | -0.1% |
| 6M | +4.3% | +82.7% | -78.4% | -1.4% |
| YTD | -3.9% | +52.9% | -56.9% | -6.9% |
| 1Y | +18.9% | +17.5% | +1.4% | +17.7% |
| All | +18.9% | +20.3% | -1.4% | +17.7% |
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