+21.3%
AR vs FIVN
+27.5%
-6.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.6% |
| 7D | +2.5% | -2.3% | +4.8% | +2.5% |
| 30D | +14.8% | +12.4% | +2.4% | +14.4% |
| 3M | +6.2% | +36.0% | -29.8% | +4.9% |
| 6M | +4.3% | +86.0% | -81.7% | +3.0% |
| YTD | +14.4% | +65.9% | -51.6% | +13.5% |
| 1Y | +21.3% | +26.5% | -5.2% | +18.3% |
| All | +21.3% | +27.5% | -6.1% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling