+386.4%
A vs FIVN
+243.6%
+142.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.1% | +3.6% | +1.1% |
| 7D | -0.5% | -2.8% | +2.4% | 0.0% |
| 30D | 0.0% | -17.4% | +17.4% | +2.7% |
| 3M | +16.7% | -19.2% | +35.9% | +19.8% |
| 6M | +54.8% | +29.4% | +25.5% | +44.5% |
| YTD | +28.8% | +36.3% | -7.5% | +16.8% |
| 1Y | +19.3% | +33.5% | -14.1% | +8.5% |
| 3Y | +65.5% | -56.8% | +122.4% | +78.1% |
| 5Y | +12.1% | -83.0% | +95.1% | +35.2% |
| 10Y | +305.4% | +87.3% | +218.1% | +236.1% |
| All | +386.4% | +243.6% | +142.7% | +273.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling