+635.5%
DRI vs FIVN
+253.1%
+382.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.0% | 0.0% |
| 7D | -0.7% | -22.8% | +22.1% | +1.6% |
| 30D | +14.7% | -21.3% | +36.0% | +17.0% |
| 3M | +5.4% | -14.0% | +19.4% | +6.2% |
| 6M | +18.8% | +31.1% | -12.3% | +13.9% |
| YTD | +28.4% | +40.0% | -11.6% | +20.7% |
| 1Y | +37.7% | +38.1% | -0.4% | +29.5% |
| 3Y | +68.0% | -55.7% | +123.6% | +74.9% |
| 5Y | +78.8% | -82.5% | +161.3% | +98.1% |
| 10Y | +334.2% | +92.4% | +241.8% | +279.2% |
| All | +635.5% | +253.1% | +382.5% | +501.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling