+19.4%
ABBV vs FIVN
+18.7%
+0.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.6% |
| 7D | -2.0% | -11.3% | +9.3% | -2.2% |
| 30D | +2.0% | -7.3% | +9.3% | +1.9% |
| 3M | +14.2% | +41.7% | -27.5% | +15.4% |
| 6M | +14.1% | +78.3% | -64.2% | +16.5% |
| YTD | +14.2% | +50.9% | -36.6% | +15.7% |
| All | +19.4% | +18.7% | +0.7% | +15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling