+66.6%
DRI vs FIVN
-82.0%
+148.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.8% | +1.1% | -1.3% |
| 7D | -4.8% | -9.6% | +4.8% | -3.8% |
| 30D | -3.9% | -11.9% | +8.0% | -2.8% |
| 3M | +5.1% | +40.1% | -35.0% | +0.2% |
| 6M | +5.5% | +68.3% | -62.8% | -2.9% |
| YTD | +16.5% | +51.5% | -35.0% | +8.2% |
| 1Y | +2.0% | +15.1% | -13.1% | -1.6% |
| 3Y | +54.5% | -55.6% | +110.1% | +66.8% |
| 5Y | +66.6% | -82.4% | +149.0% | +98.3% |
| All | +66.6% | -82.0% | +148.6% | +98.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling