+126.0%
DUK vs FIVN
+118.5%
+7.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | 0.0% |
| 7D | -0.7% | -7.8% | +7.2% | -0.5% |
| 30D | -2.4% | -1.7% | -0.7% | -2.4% |
| 3M | -3.0% | +47.2% | -50.2% | -3.9% |
| 6M | -6.6% | +82.7% | -89.3% | -8.0% |
| YTD | +4.6% | +52.9% | -48.4% | +3.3% |
| 1Y | +1.2% | +17.5% | -16.2% | +0.7% |
| 3Y | +45.7% | -55.8% | +101.5% | +49.2% |
| 5Y | +40.3% | -82.3% | +122.6% | +47.1% |
| All | +126.0% | +118.5% | +7.5% | +104.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling