+7.0%
DUOL vs FIVN
-84.3%
+91.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.4% | -2.4% | -1.6% |
| 7D | -7.0% | -7.8% | +0.9% | -3.9% |
| 30D | +6.7% | -1.7% | +8.5% | +7.5% |
| 3M | +16.0% | +47.2% | -31.2% | -1.1% |
| 6M | +45.4% | +82.7% | -37.3% | +10.2% |
| YTD | -18.1% | +52.9% | -71.0% | -33.6% |
| 1Y | -53.6% | +17.5% | -71.0% | -58.3% |
| 3Y | -11.0% | -55.8% | +44.9% | +10.9% |
| 5Y | -17.1% | -82.3% | +65.2% | +48.1% |
| All | +7.0% | -84.3% | +91.3% | +92.4% |
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