+95.7%
DOCU vs FIVN
+2.1%
+93.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.5% | -1.2% |
| 7D | -4.8% | -19.3% | +14.5% | +4.9% |
| 30D | +9.4% | -20.7% | +30.1% | +20.8% |
| 3M | +29.0% | -15.1% | +44.1% | +35.8% |
| 6M | +62.3% | +30.6% | +31.7% | +34.4% |
| YTD | +13.7% | +44.0% | -30.3% | -13.9% |
| 1Y | +11.5% | +45.5% | -34.0% | -16.3% |
| 3Y | +94.2% | -52.8% | +147.0% | +140.0% |
| 5Y | -71.7% | -82.6% | +10.9% | -40.8% |
| All | +95.7% | +2.1% | +93.6% | +148.6% |
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