+13.7%
DOC vs FIVN
+145.8%
-132.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.1% | +5.8% | +0.3% |
| 7D | +6.2% | -8.7% | +15.0% | +7.0% |
| 30D | +6.5% | +2.6% | +3.9% | +6.1% |
| 3M | -6.2% | +15.3% | -21.6% | -7.9% |
| 6M | +25.6% | +40.7% | -15.1% | +20.4% |
| YTD | +32.1% | +70.3% | -38.2% | +23.1% |
| 1Y | +20.3% | +50.0% | -29.7% | +13.4% |
| 3Y | +42.7% | -46.1% | +88.8% | +46.4% |
| 5Y | -22.2% | -76.9% | +54.8% | -16.3% |
| All | +13.7% | +145.8% | -132.1% | +3.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling