+157.6%
ALL vs FIVN
-83.3%
+240.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -3.9% | +6.8% | +3.1% |
| 7D | -0.1% | -22.4% | +22.3% | +1.1% |
| 30D | +13.8% | -23.8% | +37.6% | +15.2% |
| 3M | -2.8% | -19.5% | +16.8% | -2.0% |
| 6M | +23.7% | +25.6% | -1.9% | +21.1% |
| YTD | +27.3% | +38.4% | -11.1% | +23.4% |
| 1Y | +30.5% | +33.7% | -3.1% | +26.8% |
| 3Y | +113.0% | -56.2% | +169.2% | +117.1% |
| 5Y | +157.6% | -82.9% | +240.5% | +169.3% |
| All | +157.6% | -83.3% | +240.9% | +169.3% |
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