+154.8%
ASX vs FIVN
+32.8%
+122.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +1.2% | +5.4% | +6.6% |
| 7D | +0.8% | -22.8% | +23.6% | +1.1% |
| 30D | -20.4% | -21.3% | +0.9% | -20.2% |
| 3M | -2.1% | -14.0% | +11.8% | -1.4% |
| 6M | +8.2% | +31.1% | -22.9% | +11.0% |
| YTD | +137.3% | +40.0% | +97.3% | +140.1% |
| All | +154.8% | +32.8% | +122.0% | +160.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling