+75.5%
ASML vs FIVN
-81.1%
+156.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -17.6% | +22.7% | +8.4% |
| 7D | -9.0% | -22.6% | +13.6% | -4.9% |
| 30D | -21.0% | -16.8% | -4.2% | -18.7% |
| 3M | -16.3% | -0.9% | -15.4% | -18.0% |
| 6M | -7.5% | +28.4% | -35.9% | -16.0% |
| YTD | +34.0% | +40.2% | -6.3% | +15.2% |
| 1Y | +39.3% | +30.5% | +8.7% | +21.9% |
| 3Y | +128.9% | -56.2% | +185.1% | +159.0% |
| All | +75.5% | -81.1% | +156.6% | +136.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling