-48.1%
DOCS vs FIVN
+23.8%
-71.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -17.6% | +15.6% | +5.4% |
| 7D | -0.8% | -22.6% | +21.9% | +9.7% |
| 30D | +17.4% | -16.8% | +34.2% | +25.3% |
| 3M | +57.4% | -0.9% | +58.2% | +55.3% |
| 6M | +26.5% | +28.4% | -1.9% | +14.3% |
| YTD | -26.6% | +40.2% | -66.8% | -34.9% |
| 1Y | -48.1% | +30.5% | -78.6% | -51.8% |
| All | -48.1% | +23.8% | -71.8% | -51.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling