+40.9%
DUK vs FIVN
-82.2%
+123.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.4% | -1.3% | 0.0% |
| 7D | -0.7% | -7.8% | +7.2% | -0.7% |
| 30D | -2.4% | -1.7% | -0.7% | -2.5% |
| 3M | -3.0% | +47.2% | -50.2% | -2.8% |
| 6M | -6.6% | +82.7% | -89.3% | -6.3% |
| YTD | +4.6% | +52.9% | -48.4% | +4.9% |
| 1Y | +1.2% | +17.5% | -16.2% | +1.8% |
| 3Y | +45.7% | -55.8% | +101.5% | +48.8% |
| All | +40.9% | -82.2% | +123.1% | +37.3% |
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