+992.0%
ASX vs FIVN
+105.2%
+886.8%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.8% | +6.3% | +4.0% |
| 7D | +11.1% | -9.6% | +20.7% | +12.9% |
| 30D | +9.6% | -11.9% | +21.5% | +11.6% |
| 3M | +18.6% | +40.1% | -21.5% | +9.9% |
| 6M | +92.1% | +68.3% | +23.8% | +69.0% |
| YTD | +158.5% | +51.5% | +107.0% | +129.9% |
| 1Y | +271.9% | +15.1% | +256.8% | +248.3% |
| 3Y | +465.2% | -55.6% | +520.8% | +511.5% |
| 5Y | +479.4% | -82.4% | +561.9% | +604.5% |
| 10Y | +992.0% | +114.5% | +877.5% | +900.3% |
| All | +992.0% | +105.2% | +886.8% | +900.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling