+8.9%
DOCS vs FIVN
-53.5%
+62.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.4% | -0.3% | -2.1% |
| 7D | -1.4% | -2.3% | +0.9% | -0.8% |
| 30D | +21.8% | +12.4% | +9.4% | +18.4% |
| 3M | +27.3% | +36.0% | -8.7% | +18.0% |
| 6M | -0.3% | +86.0% | -86.3% | -14.5% |
| YTD | -40.5% | +65.9% | -106.4% | -47.9% |
| 1Y | -61.5% | +26.5% | -88.0% | -64.9% |
| All | +8.9% | -53.5% | +62.4% | +5.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling