+321.1%
A vs FIVN
+318.5%
+2.7%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +1.0% |
| 7D | -1.9% | -2.3% | +0.4% | -1.6% |
| 30D | +6.9% | +12.4% | -5.5% | +4.3% |
| 3M | +9.2% | +36.0% | -26.8% | +2.4% |
| 6M | +25.7% | +86.0% | -60.3% | +9.8% |
| YTD | +11.5% | +65.9% | -54.4% | -1.2% |
| 1Y | +18.4% | +26.5% | -8.1% | +9.6% |
| 3Y | +26.6% | -54.2% | +80.8% | +36.0% |
| 5Y | -12.8% | -80.5% | +67.6% | +3.3% |
| 10Y | +247.2% | +109.6% | +137.5% | +183.0% |
| All | +321.1% | +318.5% | +2.7% | +215.8% |
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 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