-19.0%
DXCM vs FIVN
-55.5%
+36.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.1% | +2.3% | -2.8% |
| 7D | -6.2% | -8.2% | +2.0% | -4.8% |
| 30D | -0.3% | -8.1% | +7.9% | +1.0% |
| 3M | +10.3% | +34.9% | -24.6% | +3.8% |
| 6M | +24.1% | +72.6% | -48.5% | +10.8% |
| YTD | +27.4% | +55.8% | -28.4% | +15.2% |
| 1Y | +8.4% | +17.1% | -8.8% | +3.2% |
| 3Y | -19.0% | -54.3% | +35.3% | -14.3% |
| All | -19.0% | -55.5% | +36.5% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling