+985.8%
ASX vs FIVN
+86.2%
+899.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.0% | -1.5% |
| 7D | +12.4% | -2.8% | +15.2% | +12.9% |
| 30D | -19.8% | -17.4% | -2.4% | -17.4% |
| 3M | -10.3% | -19.2% | +8.9% | -7.7% |
| 6M | +1.2% | +29.4% | -28.1% | -6.0% |
| YTD | +123.0% | +36.3% | +86.8% | +100.6% |
| 1Y | +145.4% | +33.5% | +112.0% | +121.4% |
| 3Y | +368.6% | -56.8% | +425.5% | +407.1% |
| 5Y | +486.0% | -83.0% | +569.0% | +616.6% |
| All | +985.8% | +86.2% | +899.5% | +875.6% |
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