+324.3%
DOCN vs FIVN
-53.5%
+377.8%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.4% | +5.2% | +3.6% |
| 7D | +1.1% | -2.3% | +3.4% | +1.9% |
| 30D | -9.6% | +12.4% | -22.0% | -14.0% |
| 3M | -37.7% | +36.0% | -73.7% | -45.6% |
| 6M | +115.2% | +86.0% | +29.2% | +62.1% |
| YTD | +133.7% | +65.9% | +67.8% | +81.8% |
| 1Y | +250.2% | +26.5% | +223.7% | +205.4% |
| All | +324.3% | -53.5% | +377.8% | +312.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling