+66.7%
DRI vs FIVN
-55.3%
+122.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.0% | +0.1% |
| 7D | -0.7% | -22.8% | +22.1% | +0.7% |
| 30D | +14.7% | -21.3% | +36.0% | +16.1% |
| 3M | +5.4% | -14.0% | +19.4% | +5.9% |
| 6M | +18.8% | +31.1% | -12.3% | +15.3% |
| YTD | +28.4% | +40.0% | -11.6% | +23.3% |
| 1Y | +37.7% | +38.1% | -0.4% | +32.2% |
| All | +66.7% | -55.3% | +122.0% | +74.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling