+94.2%
DOCU vs FIVN
-55.1%
+149.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.5% | -0.9% |
| 7D | -4.8% | -19.3% | +14.5% | +2.8% |
| 30D | +9.4% | -20.7% | +30.1% | +18.4% |
| 3M | +29.0% | -15.1% | +44.1% | +34.5% |
| 6M | +62.3% | +30.6% | +31.7% | +40.4% |
| YTD | +13.7% | +44.0% | -30.3% | -7.5% |
| 1Y | +11.5% | +45.5% | -34.0% | -9.8% |
| 3Y | +94.2% | -52.8% | +147.0% | +109.7% |
| All | +94.2% | -55.1% | +149.3% | +109.7% |
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