+499.9%
ABBV vs FIVN
+115.6%
+384.3%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -2.0% | -11.3% | +9.3% | -1.4% |
| 30D | +2.0% | -7.3% | +9.3% | +2.3% |
| 3M | +14.2% | +41.7% | -27.5% | +11.6% |
| 6M | +14.1% | +78.3% | -64.2% | +9.5% |
| YTD | +14.2% | +50.9% | -36.6% | +10.5% |
| 1Y | +24.2% | +19.7% | +4.6% | +21.7% |
| 3Y | +89.8% | -55.7% | +145.5% | +95.3% |
| 5Y | +187.2% | -82.6% | +269.7% | +212.8% |
| All | +499.9% | +115.6% | +384.3% | +384.4% |
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