+1,670.8%
ASML vs FIVN
+115.6%
+1,555.2%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +4.7% |
| 7D | +1.1% | -2.3% | +3.4% | +1.6% |
| 30D | +2.2% | +12.4% | -10.2% | -1.4% |
| 3M | -2.3% | +36.0% | -38.3% | -11.2% |
| 6M | +23.0% | +86.0% | -63.0% | +0.2% |
| YTD | +61.1% | +65.9% | -4.9% | +33.6% |
| 1Y | +129.1% | +26.5% | +102.6% | +103.8% |
| 3Y | +165.4% | -54.2% | +219.6% | +196.3% |
| 5Y | +109.5% | -80.5% | +189.9% | +179.1% |
| All | +1,670.8% | +115.6% | +1,555.2% | +1,182.6% |
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