+32.4%
DLTR vs FIVN
-82.2%
+114.6%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.4% | -1.8% | -0.6% |
| 7D | -10.1% | -7.8% | -2.2% | -9.2% |
| 30D | -8.1% | -1.7% | -6.4% | -8.0% |
| 3M | +2.9% | +47.2% | -44.3% | -2.6% |
| 6M | +4.3% | +82.7% | -78.4% | -5.2% |
| YTD | -3.9% | +52.9% | -56.9% | -11.0% |
| 1Y | +18.9% | +17.5% | +1.4% | +13.9% |
| 3Y | +1.9% | -55.8% | +57.7% | +8.0% |
| All | +32.4% | -82.2% | +114.6% | +49.8% |
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