-37.3%
DOCS vs FIVN
-85.0%
+47.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.3% | +2.0% |
| 7D | -4.2% | -22.8% | +18.6% | +5.2% |
| 30D | +8.6% | -21.3% | +29.9% | +18.0% |
| 3M | +27.2% | -14.0% | +41.2% | +32.6% |
| 6M | +26.5% | +31.1% | -4.6% | +12.5% |
| YTD | -25.0% | +40.0% | -65.0% | -37.0% |
| 1Y | -37.0% | +38.1% | -75.1% | -46.9% |
| 3Y | +39.4% | -55.7% | +95.1% | +69.2% |
| 5Y | -56.7% | -82.5% | +25.8% | -22.3% |
| All | -37.3% | -85.0% | +47.7% | +13.6% |
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