+45.7%
DVA vs FIVN
-82.2%
+127.9%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.2% | 0.0% |
| 7D | -1.3% | -7.8% | +6.5% | -0.9% |
| 30D | 0.0% | -1.7% | +1.8% | +0.1% |
| 3M | -10.9% | +47.2% | -58.1% | -13.0% |
| 6M | +17.3% | +82.7% | -65.4% | +11.6% |
| YTD | +59.8% | +52.9% | +6.9% | +53.9% |
| 1Y | +36.3% | +17.5% | +18.8% | +34.4% |
| 3Y | +88.6% | -55.8% | +144.4% | +98.1% |
| All | +45.7% | -82.2% | +127.9% | +55.1% |
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