+317.9%
DRI vs FIVN
+92.2%
+225.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | -0.3% | -17.4% | +17.1% | +1.4% |
| 30D | +10.8% | -20.4% | +31.2% | +13.0% |
| 3M | +0.9% | -9.6% | +10.6% | +1.2% |
| 6M | +16.3% | +34.7% | -18.4% | +10.9% |
| YTD | +27.8% | +40.6% | -12.8% | +19.6% |
| 1Y | +33.9% | +34.3% | -0.4% | +25.9% |
| 3Y | +67.2% | -55.5% | +122.7% | +75.2% |
| 5Y | +79.0% | -82.5% | +161.4% | +100.8% |
| All | +317.9% | +92.2% | +225.8% | +284.6% |
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 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