+255.3%
DOV vs FIVN
+318.5%
-63.2%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.4% | +3.4% | +1.2% |
| 7D | -2.7% | -2.3% | -0.4% | -2.4% |
| 30D | -8.1% | +12.4% | -20.5% | -9.6% |
| 3M | -9.4% | +36.0% | -45.4% | -13.1% |
| 6M | -12.6% | +86.0% | -98.6% | -20.0% |
| YTD | -0.5% | +65.9% | -66.4% | -8.1% |
| 1Y | +9.2% | +26.5% | -17.3% | +4.0% |
| 3Y | +34.1% | -54.2% | +88.3% | +39.7% |
| 5Y | +17.3% | -80.5% | +97.7% | +28.8% |
| 10Y | +284.9% | +109.6% | +175.3% | +228.3% |
| All | +255.3% | +318.5% | -63.2% | +184.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling