+1,557.1%
ASML vs FIVN
+86.2%
+1,470.9%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | +0.6% |
| 7D | +4.9% | -2.8% | +7.8% | +5.6% |
| 30D | -9.3% | -17.4% | +8.1% | -6.1% |
| 3M | -19.0% | -19.2% | +0.2% | -16.5% |
| 6M | -5.2% | +29.4% | -34.6% | -15.0% |
| YTD | +40.6% | +36.3% | +4.4% | +20.1% |
| 1Y | +47.5% | +33.5% | +14.0% | +26.3% |
| 3Y | +133.9% | -56.8% | +190.7% | +159.0% |
| 5Y | +83.8% | -83.0% | +166.8% | +149.7% |
| All | +1,557.1% | +86.2% | +1,470.9% | +1,124.6% |
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