+47.5%
ASML vs FIVN
+29.8%
+17.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.1% | +3.0% | -0.4% |
| 7D | +4.9% | -2.8% | +7.8% | +4.7% |
| 30D | -9.3% | -17.4% | +8.1% | -10.2% |
| 3M | -19.0% | -19.2% | +0.2% | -19.7% |
| 6M | -5.2% | +29.4% | -34.6% | -0.3% |
| YTD | +40.6% | +36.3% | +4.4% | +45.8% |
| 1Y | +47.5% | +33.5% | +14.0% | +53.3% |
| All | +47.5% | +29.8% | +17.7% | +53.3% |
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