+84.0%
ASML vs FIVN
-82.6%
+166.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.4% | -2.9% | -2.5% |
| 7D | +10.4% | -17.4% | +27.8% | +13.9% |
| 30D | -12.7% | -20.4% | +7.7% | -9.3% |
| 3M | -17.2% | -9.6% | -7.5% | -16.8% |
| 6M | -1.3% | +34.7% | -36.0% | -11.5% |
| YTD | +40.8% | +40.6% | +0.2% | +20.8% |
| 1Y | +45.2% | +34.3% | +10.9% | +25.9% |
| 3Y | +131.8% | -55.5% | +187.3% | +161.8% |
| 5Y | +84.0% | -82.5% | +166.5% | +167.5% |
| All | +84.0% | -82.6% | +166.6% | +167.5% |
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