+319.5%
ADBE vs FIVN
+292.8%
+26.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -6.1% | +2.7% | -1.8% |
| 7D | -10.1% | -8.2% | -1.8% | -7.9% |
| 30D | -3.0% | -8.1% | +5.1% | -0.6% |
| 3M | +5.0% | +34.9% | -29.9% | -4.1% |
| 6M | -9.3% | +72.6% | -81.9% | -23.6% |
| YTD | -26.5% | +55.8% | -82.3% | -36.7% |
| 1Y | -28.3% | +17.1% | -45.4% | -33.8% |
| 3Y | -54.1% | -54.3% | +0.2% | -48.3% |
| 5Y | -61.2% | -81.6% | +20.3% | -47.4% |
| 10Y | +152.5% | +109.2% | +43.3% | +114.7% |
| All | +319.5% | +292.8% | +26.7% | +240.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling