+87.1%
DOCN vs FIVN
-83.4%
+170.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.9% | +5.4% | +3.4% |
| 7D | -12.1% | -22.4% | +10.3% | -1.7% |
| 30D | -41.0% | -23.8% | -17.3% | -33.2% |
| 3M | -38.7% | -19.5% | -19.2% | -33.3% |
| 6M | -51.5% | +25.6% | -77.1% | -59.9% |
| YTD | +65.3% | +38.4% | +26.8% | +23.0% |
| 1Y | +53.9% | +33.7% | +20.2% | +16.1% |
| 3Y | +215.6% | -56.2% | +271.7% | +306.8% |
| 5Y | -26.2% | -82.9% | +56.8% | +68.7% |
| All | +87.1% | -83.4% | +170.5% | +302.4% |
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