+70.5%
DOCN vs FIVN
-83.2%
+153.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -17.6% | +20.2% | +11.0% |
| 7D | -19.2% | -22.6% | +3.5% | -9.4% |
| 30D | -43.1% | -16.8% | -26.3% | -38.2% |
| 3M | -40.7% | -0.9% | -39.8% | -42.4% |
| 6M | -55.0% | +28.4% | -83.4% | -63.2% |
| YTD | +50.6% | +40.2% | +10.4% | +11.4% |
| 1Y | +54.0% | +30.5% | +23.4% | +17.3% |
| 3Y | +203.9% | -56.2% | +260.1% | +293.5% |
| 5Y | -29.4% | -81.0% | +51.6% | +55.1% |
| All | +70.5% | -83.2% | +153.7% | +264.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling