+14.8%
DOV vs FIVN
-82.6%
+97.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -2.1% |
| 7D | -1.9% | -11.3% | +9.4% | -0.5% |
| 30D | -9.9% | -7.3% | -2.6% | -9.2% |
| 3M | -12.1% | +41.7% | -53.8% | -16.8% |
| 6M | -10.4% | +78.3% | -88.7% | -19.3% |
| YTD | -3.3% | +50.9% | -54.2% | -11.0% |
| 1Y | +7.8% | +19.7% | -11.9% | +2.6% |
| 3Y | +36.3% | -55.7% | +92.1% | +45.3% |
| 5Y | +14.8% | -82.6% | +97.4% | +29.8% |
| All | +14.8% | -82.6% | +97.4% | +29.8% |
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