+54.3%
AR vs FIVN
+86.2%
-31.9%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.1% | +3.2% | +0.3% |
| 7D | +7.4% | -2.8% | +10.2% | +7.6% |
| 30D | +5.8% | -17.4% | +23.2% | +7.0% |
| 3M | +5.2% | -19.2% | +24.4% | +6.4% |
| 6M | +5.4% | +29.4% | -23.9% | +1.8% |
| YTD | +12.4% | +36.3% | -23.8% | +7.2% |
| 1Y | +12.8% | +33.5% | -20.7% | +7.7% |
| 3Y | +47.2% | -56.8% | +104.0% | +50.6% |
| 5Y | +101.1% | -83.0% | +184.1% | +114.1% |
| All | +54.3% | +86.2% | -31.9% | +36.0% |
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