+164.5%
DVA vs FIVN
+292.8%
-128.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.1% | +4.0% | -1.7% |
| 7D | +2.2% | -8.2% | +10.5% | +2.8% |
| 30D | -2.0% | -8.1% | +6.1% | -1.5% |
| 3M | -6.3% | +34.9% | -41.2% | -8.6% |
| 6M | +19.4% | +72.6% | -53.2% | +13.1% |
| YTD | +58.5% | +55.8% | +2.7% | +50.8% |
| 1Y | +33.9% | +17.1% | +16.7% | +30.4% |
| 3Y | +88.4% | -54.3% | +142.8% | +95.5% |
| 5Y | +39.5% | -81.6% | +121.1% | +52.2% |
| 10Y | +179.5% | +109.2% | +70.3% | +150.3% |
| All | +164.5% | +292.8% | -128.3% | +127.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling