+504.9%
ABBV vs FIVN
+118.5%
+386.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.5% | +0.8% |
| 7D | +0.3% | -7.8% | +8.1% | +0.7% |
| 30D | +3.4% | -1.7% | +5.1% | +3.4% |
| 3M | +15.2% | +47.2% | -32.0% | +12.4% |
| 6M | +14.7% | +82.7% | -68.0% | +9.9% |
| YTD | +15.2% | +52.9% | -37.7% | +11.3% |
| 1Y | +20.4% | +17.5% | +2.9% | +18.1% |
| 3Y | +91.3% | -55.8% | +147.2% | +97.0% |
| 5Y | +189.6% | -82.3% | +271.9% | +215.2% |
| All | +504.9% | +118.5% | +386.3% | +388.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling