-10.3%
DOCU vs FIVN
+27.5%
-37.7%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +4.8% |
| 7D | +6.9% | -2.3% | +9.2% | +8.0% |
| 30D | +19.0% | +12.4% | +6.6% | +12.1% |
| 3M | +34.3% | +36.0% | -1.7% | +14.9% |
| 6M | +48.0% | +86.0% | -38.0% | +8.7% |
| YTD | 0.0% | +65.9% | -65.9% | -22.0% |
| 1Y | -10.3% | +26.5% | -36.8% | -13.5% |
| All | -10.3% | +27.5% | -37.7% | -13.5% |
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