-27.5%
DOCN vs FIVN
-82.9%
+55.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -3.1% | -1.1% | -2.6% |
| 7D | +19.1% | -2.8% | +21.9% | +20.9% |
| 30D | -21.0% | -17.4% | -3.6% | -14.1% |
| 3M | -34.7% | -19.2% | -15.6% | -28.7% |
| 6M | -45.8% | +29.4% | -75.1% | -56.1% |
| YTD | +79.4% | +36.3% | +43.1% | +33.2% |
| 1Y | +91.0% | +33.5% | +57.6% | +42.7% |
| 3Y | +237.5% | -56.8% | +294.3% | +345.1% |
| All | -27.5% | -82.9% | +55.5% | +150.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling