+1,591.1%
ASML vs FIVN
+329.4%
+1,261.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -6.1% | -3.3% | -8.1% |
| 7D | -19.0% | -8.7% | -10.3% | -17.5% |
| 30D | -25.9% | +2.6% | -28.5% | -26.4% |
| 3M | -19.1% | +15.3% | -34.4% | -22.4% |
| 6M | -5.7% | +40.7% | -46.5% | -14.9% |
| YTD | +27.6% | +70.3% | -42.7% | +7.6% |
| 1Y | +30.8% | +50.0% | -19.2% | +13.3% |
| 3Y | +116.2% | -46.1% | +162.3% | +126.1% |
| 5Y | +67.7% | -76.9% | +144.6% | +101.3% |
| 10Y | +1,355.3% | +149.2% | +1,206.1% | +1,115.9% |
| All | +1,591.1% | +329.4% | +1,261.7% | +1,195.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling