+319.5%
DRI vs FIVN
+86.2%
+233.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.1% | +3.5% | +0.7% |
| 7D | +1.1% | -2.8% | +3.9% | +1.3% |
| 30D | +9.7% | -17.4% | +27.1% | +11.5% |
| 3M | +3.2% | -19.2% | +22.3% | +4.7% |
| 6M | +20.6% | +29.4% | -8.8% | +15.4% |
| YTD | +28.3% | +36.3% | -8.0% | +20.4% |
| 1Y | +34.5% | +33.5% | +1.1% | +26.5% |
| 3Y | +66.5% | -56.8% | +123.4% | +75.0% |
| 5Y | +79.6% | -83.0% | +162.6% | +102.2% |
| All | +319.5% | +86.2% | +233.2% | +287.3% |
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