+86.2%
DOCN vs FIVN
+33.4%
+52.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.4% | +2.9% | +3.3% |
| 7D | +27.4% | -17.4% | +44.8% | +32.2% |
| 30D | -29.7% | -20.4% | -9.4% | -26.1% |
| 3M | -32.5% | -9.6% | -22.8% | -30.6% |
| 6M | -42.2% | +34.7% | -76.8% | -45.5% |
| YTD | +87.2% | +40.6% | +46.6% | +69.4% |
| 1Y | +86.2% | +34.3% | +51.9% | +70.9% |
| All | +86.2% | +33.4% | +52.8% | +70.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling