+238.4%
A vs FIVN
+115.6%
+122.8%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -1.0% |
| 7D | -4.6% | -11.3% | +6.7% | -2.4% |
| 30D | -4.3% | -7.3% | +3.0% | -3.0% |
| 3M | +8.9% | +41.7% | -32.7% | +0.6% |
| 6M | +24.5% | +78.3% | -53.7% | +7.8% |
| YTD | +5.8% | +50.9% | -45.1% | -6.0% |
| 1Y | +16.2% | +19.7% | -3.4% | +7.8% |
| 3Y | +28.5% | -55.7% | +84.2% | +40.7% |
| 5Y | -16.3% | -82.6% | +66.2% | +5.1% |
| All | +238.4% | +115.6% | +122.8% | +159.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling