-28.0%
ADBE vs FIVN
+20.3%
-48.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.4% | 0.0% | +0.9% |
| 7D | -5.4% | -7.8% | +2.5% | -2.7% |
| 30D | -2.5% | -1.7% | -0.8% | -1.8% |
| 3M | +15.3% | +47.2% | -31.9% | +0.6% |
| 6M | -7.8% | +82.7% | -90.6% | -25.6% |
| YTD | -27.9% | +52.9% | -80.8% | -38.8% |
| 1Y | -28.0% | +17.5% | -45.5% | -35.6% |
| All | -28.0% | +20.3% | -48.4% | -35.6% |
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 2025-09-11 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling