+954.6%
ASX vs FIVN
+111.0%
+843.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.1% | +12.2% | +7.1% |
| 7D | +6.3% | -8.2% | +14.5% | +7.7% |
| 30D | +6.4% | -8.1% | +14.5% | +7.6% |
| 3M | +13.1% | +34.9% | -21.8% | +5.6% |
| 6M | +90.3% | +72.6% | +17.7% | +66.7% |
| YTD | +149.6% | +55.8% | +93.9% | +121.1% |
| 1Y | +249.2% | +17.1% | +232.0% | +226.3% |
| 3Y | +445.9% | -54.3% | +500.2% | +487.9% |
| 5Y | +477.7% | -81.6% | +559.3% | +596.9% |
| All | +954.6% | +111.0% | +843.6% | +861.8% |
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