+7.0%
DXCM vs FIVN
+13.9%
-6.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.8% | +2.0% | -0.4% |
| 7D | -6.5% | -9.6% | +3.1% | -5.2% |
| 30D | -4.3% | -11.9% | +7.6% | -2.8% |
| 3M | +7.3% | +40.1% | -32.8% | +2.3% |
| 6M | +22.0% | +68.3% | -46.3% | +14.0% |
| YTD | +26.4% | +51.5% | -25.1% | +19.2% |
| 1Y | +7.0% | +15.1% | -8.1% | +0.7% |
| All | +7.0% | +13.9% | -6.9% | +0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling