+42.6%
DTE vs FIVN
-55.2%
+97.8%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.4% | -2.7% | -1.3% |
| 7D | -2.6% | -7.8% | +5.3% | -2.5% |
| 30D | -4.4% | -1.7% | -2.7% | -4.4% |
| 3M | -8.3% | +47.2% | -55.5% | -8.7% |
| 6M | -8.1% | +82.7% | -90.8% | -9.0% |
| YTD | +4.4% | +52.9% | -48.5% | +4.0% |
| 1Y | +0.2% | +17.5% | -17.3% | +1.0% |
| 3Y | +42.6% | -55.8% | +98.4% | +52.2% |
| All | +42.6% | -55.2% | +97.8% | +52.2% |
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