-69.4%
DOCU vs FIVN
-82.9%
+13.6%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.8% | +2.4% |
| 7D | +4.1% | -2.8% | +6.9% | +5.5% |
| 30D | +7.4% | -17.4% | +24.8% | +16.4% |
| 3M | +26.0% | -19.2% | +45.2% | +36.0% |
| 6M | +79.2% | +29.4% | +49.8% | +47.5% |
| YTD | +18.1% | +36.3% | -18.2% | -9.1% |
| 1Y | +20.5% | +33.5% | -12.9% | -6.5% |
| 3Y | +96.4% | -56.8% | +153.2% | +161.3% |
| All | -69.4% | -82.9% | +13.6% | -2.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling