+84.2%
DOCN vs FIVN
-82.7%
+166.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +2.7% | +5.4% | +6.7% |
| 7D | -12.8% | -19.3% | +6.5% | -4.2% |
| 30D | -41.9% | -20.7% | -21.2% | -35.4% |
| 3M | -36.9% | -15.1% | -21.9% | -33.1% |
| 6M | -52.2% | +30.6% | -82.9% | -61.2% |
| YTD | +62.7% | +44.0% | +18.7% | +18.9% |
| 1Y | +58.2% | +45.5% | +12.7% | +14.2% |
| 3Y | +219.5% | -52.8% | +272.2% | +294.8% |
| 5Y | -32.9% | -82.6% | +49.8% | +52.0% |
| All | +84.2% | -82.7% | +166.9% | +289.1% |
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 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