-49.6%
DXCM vs FIVN
-82.8%
+33.2%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.6% | +0.3% |
| 7D | -9.2% | -22.8% | +13.6% | -3.8% |
| 30D | -6.5% | -21.3% | +14.8% | -1.6% |
| 3M | -10.3% | -14.0% | +3.7% | -8.2% |
| 6M | +35.4% | +31.1% | +4.3% | +23.7% |
| YTD | +21.1% | +40.0% | -18.9% | +6.1% |
| 1Y | +38.2% | +38.1% | +0.2% | +21.3% |
| 3Y | -14.6% | -55.7% | +41.1% | -3.9% |
| 5Y | -49.6% | -82.5% | +32.9% | -17.2% |
| All | -49.6% | -82.8% | +33.2% | -17.2% |
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