+887.2%
ASX vs FIVN
+99.4%
+787.9%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.9% | +7.1% | +3.9% |
| 7D | -9.1% | -22.4% | +13.3% | -5.4% |
| 30D | -23.6% | -23.8% | +0.2% | -20.2% |
| 3M | -5.6% | -19.5% | +13.9% | -3.0% |
| 6M | +4.7% | +25.6% | -20.9% | -2.1% |
| YTD | +122.6% | +38.4% | +84.2% | +99.9% |
| 1Y | +133.0% | +33.7% | +99.3% | +110.4% |
| 3Y | +367.1% | -56.2% | +423.3% | +403.8% |
| 5Y | +504.7% | -82.9% | +587.7% | +636.7% |
| 10Y | +887.2% | +103.6% | +783.6% | +827.6% |
| All | +887.2% | +99.4% | +787.9% | +827.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling