+1,534.9%
ASML vs FIVN
+99.4%
+1,435.6%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.9% | +3.5% | +0.5% |
| 7D | -2.9% | -22.4% | +19.6% | +2.2% |
| 30D | -15.2% | -23.8% | +8.6% | -10.6% |
| 3M | -12.9% | -19.5% | +6.6% | -10.2% |
| 6M | -5.0% | +25.6% | -30.6% | -14.1% |
| YTD | +41.8% | +38.4% | +3.4% | +20.8% |
| 1Y | +46.0% | +33.7% | +12.4% | +25.2% |
| 3Y | +133.5% | -56.2% | +189.6% | +157.6% |
| 5Y | +93.0% | -82.9% | +175.9% | +161.7% |
| 10Y | +1,534.9% | +103.6% | +1,431.3% | +1,122.1% |
| All | +1,534.9% | +99.4% | +1,435.6% | +1,122.1% |
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 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