+329.1%
DOV vs FIVN
+86.2%
+242.9%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.1% | +3.3% | +0.6% |
| 7D | +3.0% | -2.8% | +5.8% | +3.3% |
| 30D | +8.6% | -17.4% | +26.0% | +10.6% |
| 3M | +1.9% | -19.2% | +21.0% | +3.6% |
| 6M | -1.7% | +29.4% | -31.0% | -6.6% |
| YTD | +8.3% | +36.3% | -27.9% | +0.7% |
| 1Y | +16.6% | +33.5% | -16.9% | +8.5% |
| 3Y | +65.1% | -56.8% | +122.0% | +73.5% |
| 5Y | +29.2% | -83.0% | +112.2% | +46.3% |
| All | +329.1% | +86.2% | +242.9% | +252.6% |
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