-37.1%
DOCS vs FIVN
-85.4%
+48.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +1.6% |
| 7D | +2.6% | -2.8% | +5.4% | +3.7% |
| 30D | +11.4% | -17.4% | +28.8% | +18.8% |
| 3M | +25.4% | -19.2% | +44.6% | +33.8% |
| 6M | +42.5% | +29.4% | +13.2% | +27.5% |
| YTD | -24.7% | +36.3% | -61.0% | -36.1% |
| 1Y | -32.9% | +33.5% | -66.4% | -42.7% |
| 3Y | +39.6% | -56.8% | +96.5% | +71.2% |
| 5Y | -54.6% | -83.0% | +28.4% | -17.7% |
| All | -37.1% | -85.4% | +48.3% | +15.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling