-38.6%
DXCM vs FIVN
-81.8%
+43.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -6.1% | +2.3% | -2.4% |
| 7D | -6.2% | -8.2% | +2.0% | -4.3% |
| 30D | -0.3% | -8.1% | +7.9% | +1.4% |
| 3M | +10.3% | +34.9% | -24.6% | +1.6% |
| 6M | +24.1% | +72.6% | -48.5% | +5.7% |
| YTD | +27.4% | +55.8% | -28.4% | +10.2% |
| 1Y | +8.4% | +17.1% | -8.8% | +0.4% |
| 3Y | -19.0% | -54.3% | +35.3% | -8.7% |
| 5Y | -38.6% | -81.6% | +43.0% | -10.8% |
| All | -38.6% | -81.8% | +43.2% | -10.8% |
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