+46.0%
ASML vs FIVN
+36.6%
+9.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.9% | +3.5% | -0.6% |
| 7D | -2.9% | -22.4% | +19.6% | -4.4% |
| 30D | -15.2% | -23.8% | +8.6% | -16.7% |
| 3M | -12.9% | -19.5% | +6.6% | -13.7% |
| 6M | -5.0% | +25.6% | -30.6% | -0.4% |
| YTD | +41.8% | +38.4% | +3.4% | +47.4% |
| 1Y | +46.0% | +33.7% | +12.4% | +52.7% |
| All | +46.0% | +36.6% | +9.4% | +52.7% |
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