-76.5%
DOCU vs FIVN
-80.6%
+4.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -2.4% | +6.1% | +5.0% |
| 7D | +6.9% | -2.3% | +9.2% | +8.1% |
| 30D | +19.0% | +12.4% | +6.6% | +11.0% |
| 3M | +34.3% | +36.0% | -1.7% | +12.4% |
| 6M | +48.0% | +86.0% | -38.0% | +1.7% |
| YTD | 0.0% | +65.9% | -65.9% | -27.5% |
| 1Y | -10.3% | +26.5% | -36.8% | -25.1% |
| 3Y | +32.4% | -54.2% | +86.6% | +77.4% |
| All | -76.5% | -80.6% | +4.0% | -47.5% |
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 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