+338.1%
DRI vs FIVN
+115.6%
+222.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.9% |
| 7D | -4.8% | -11.3% | +6.5% | -3.6% |
| 30D | -5.2% | -7.3% | +2.1% | -4.6% |
| 3M | +2.7% | +41.7% | -39.0% | -1.8% |
| 6M | +3.6% | +78.3% | -74.6% | -4.6% |
| YTD | +15.4% | +50.9% | -35.5% | +7.9% |
| 1Y | +1.3% | +19.7% | -18.4% | -2.9% |
| 3Y | +53.1% | -55.7% | +108.9% | +61.4% |
| 5Y | +64.6% | -82.6% | +147.1% | +85.4% |
| All | +338.1% | +115.6% | +222.4% | +288.5% |
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