-28.8%
DPZ vs FIVN
-80.6%
+51.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.7% | -1.4% |
| 7D | -2.5% | -2.3% | -0.3% | -2.3% |
| 30D | -7.0% | +12.4% | -19.4% | -8.9% |
| 3M | +11.6% | +36.0% | -24.4% | +6.0% |
| 6M | -15.2% | +86.0% | -101.1% | -23.5% |
| YTD | -17.2% | +65.9% | -83.2% | -24.6% |
| 1Y | -24.8% | +26.5% | -51.3% | -28.9% |
| 3Y | -8.7% | -54.2% | +45.5% | -2.1% |
| All | -28.8% | -80.6% | +51.7% | -19.6% |
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 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