+182.6%
ABBV vs FIVN
-82.5%
+265.1%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.6% | +0.9% |
| 7D | -4.1% | -9.6% | +5.5% | -4.0% |
| 30D | +1.2% | -11.9% | +13.1% | +1.4% |
| 3M | +12.1% | +40.1% | -28.0% | +11.5% |
| 6M | +12.0% | +68.3% | -56.3% | +11.0% |
| YTD | +12.4% | +51.5% | -39.1% | +11.5% |
| 1Y | +22.9% | +15.1% | +7.8% | +22.6% |
| 3Y | +86.8% | -55.6% | +142.3% | +87.2% |
| All | +182.6% | -82.5% | +265.1% | +182.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling