+66.4%
DOCN vs FIVN
-79.6%
+145.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -6.1% | -9.8% | -12.9% |
| 7D | -29.3% | -8.7% | -20.5% | -25.7% |
| 30D | -46.0% | +2.6% | -48.6% | -46.3% |
| 3M | -43.2% | +15.3% | -58.5% | -48.0% |
| 6M | -53.7% | +40.7% | -94.4% | -63.3% |
| YTD | +46.9% | +70.3% | -23.3% | +0.3% |
| 1Y | +54.3% | +50.0% | +4.3% | +11.9% |
| 3Y | +185.5% | -46.1% | +231.6% | +237.8% |
| 5Y | -31.1% | -76.9% | +45.8% | +39.7% |
| All | +66.4% | -79.6% | +145.9% | +228.3% |
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 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