+12.2%
DOC vs FIVN
+318.5%
-306.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.6% |
| 7D | -1.5% | -2.3% | +0.8% | -1.3% |
| 30D | -4.8% | +12.4% | -17.2% | -5.8% |
| 3M | +6.9% | +36.0% | -29.1% | +4.0% |
| 6M | +20.7% | +86.0% | -65.2% | +13.7% |
| YTD | +34.1% | +65.9% | -31.8% | +27.1% |
| 1Y | +22.6% | +26.5% | -3.9% | +18.6% |
| 3Y | +20.8% | -54.2% | +75.0% | +24.8% |
| 5Y | -24.9% | -80.5% | +55.6% | -19.8% |
| 10Y | -1.8% | +109.6% | -111.5% | -7.8% |
| All | +12.2% | +318.5% | -306.3% | +4.1% |
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