+364.8%
ALL vs FIVN
+105.2%
+259.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | +0.2% |
| 7D | -2.2% | -9.6% | +7.4% | -1.6% |
| 30D | -5.6% | -11.9% | +6.3% | -4.9% |
| 3M | +17.2% | +40.1% | -22.8% | +14.3% |
| 6M | +23.2% | +68.3% | -45.1% | +18.1% |
| YTD | +23.6% | +51.5% | -27.9% | +19.0% |
| 1Y | +29.2% | +15.1% | +14.0% | +26.5% |
| 3Y | +153.8% | -55.6% | +209.4% | +160.4% |
| 5Y | +116.1% | -82.4% | +198.5% | +131.9% |
| 10Y | +364.8% | +114.5% | +250.3% | +325.0% |
| All | +364.8% | +105.2% | +259.6% | +325.0% |
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