+197.1%
ABT vs FIVN
+118.5%
+78.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.4% | -2.7% | -1.5% |
| 7D | -5.9% | -7.8% | +2.0% | -5.0% |
| 30D | -8.1% | -1.7% | -6.3% | -8.0% |
| 3M | +14.5% | +47.2% | -32.7% | +8.7% |
| 6M | -6.3% | +82.7% | -89.0% | -14.2% |
| YTD | -17.1% | +52.9% | -70.0% | -22.8% |
| 1Y | -21.4% | +17.5% | -38.8% | -24.5% |
| 3Y | +5.9% | -55.8% | +61.7% | +13.1% |
| 5Y | -12.8% | -82.3% | +69.6% | +3.3% |
| All | +197.1% | +118.5% | +78.6% | +138.0% |
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