+292.2%
DOV vs FIVN
+118.5%
+173.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.4% | -0.5% | +0.7% |
| 7D | -2.0% | -7.8% | +5.9% | -1.1% |
| 30D | -8.9% | -1.7% | -7.2% | -8.9% |
| 3M | -13.3% | +47.2% | -60.5% | -17.9% |
| 6M | -9.7% | +82.7% | -92.4% | -18.0% |
| YTD | -2.5% | +52.9% | -55.4% | -9.8% |
| 1Y | +7.2% | +17.5% | -10.2% | +2.5% |
| 3Y | +39.4% | -55.8% | +95.2% | +46.8% |
| 5Y | +15.8% | -82.3% | +98.2% | +30.7% |
| All | +292.2% | +118.5% | +173.7% | +230.9% |
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