-62.2%
ADBE vs FIVN
-82.6%
+20.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.2% |
| 7D | -12.9% | -11.3% | -1.6% | -9.7% |
| 30D | -5.6% | -7.3% | +1.7% | -3.4% |
| 3M | +6.6% | +41.7% | -35.1% | -4.8% |
| 6M | -9.6% | +78.3% | -87.8% | -25.6% |
| YTD | -28.9% | +50.9% | -79.8% | -39.0% |
| 1Y | -28.9% | +19.7% | -48.6% | -35.2% |
| 3Y | -55.6% | -55.7% | +0.2% | -48.8% |
| 5Y | -62.2% | -82.6% | +20.3% | -46.6% |
| All | -62.2% | -82.6% | +20.4% | -46.6% |
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