+33.9%
DRI vs FIVN
+33.4%
+0.4%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.4% |
| 7D | -0.3% | -17.4% | +17.1% | -0.7% |
| 30D | +10.8% | -20.4% | +31.2% | +10.4% |
| 3M | +0.9% | -9.6% | +10.6% | +1.0% |
| 6M | +16.3% | +34.7% | -18.4% | +18.2% |
| YTD | +27.8% | +40.6% | -12.8% | +33.3% |
| 1Y | +33.9% | +34.3% | -0.4% | +40.4% |
| All | +33.9% | +33.4% | +0.4% | +40.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling