+5.7%
AS vs FIVN
+36.6%
-30.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.9% | +2.0% | -1.5% |
| 7D | +4.5% | -22.4% | +26.9% | +6.5% |
| 30D | +13.2% | -23.8% | +37.0% | +15.4% |
| 3M | -11.9% | -19.5% | +7.6% | -10.8% |
| 6M | -11.6% | +25.6% | -37.1% | -13.6% |
| YTD | -14.7% | +38.4% | -53.1% | -18.1% |
| 1Y | +5.7% | +33.7% | -28.0% | +2.1% |
| All | +5.7% | +36.6% | -30.9% | +2.1% |
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