+127.2%
DLTR vs FIVN
+282.0%
-154.8%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.8% | -1.8% | -4.3% |
| 7D | -10.2% | -9.6% | -0.7% | -9.3% |
| 30D | -8.5% | -11.9% | +3.4% | -7.4% |
| 3M | +5.6% | +40.1% | -34.5% | +1.4% |
| 6M | +2.2% | +68.3% | -66.2% | -4.7% |
| YTD | -3.8% | +51.5% | -55.2% | -9.6% |
| 1Y | +22.9% | +15.1% | +7.8% | +18.7% |
| 3Y | +2.0% | -55.6% | +57.6% | +6.3% |
| 5Y | +29.8% | -82.4% | +112.2% | +42.7% |
| 10Y | +45.0% | +114.5% | -69.4% | +29.0% |
| All | +127.2% | +282.0% | -154.8% | +93.8% |
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 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