+133.0%
ASX vs FIVN
+36.6%
+96.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -3.9% | +7.1% | +3.3% |
| 7D | -9.1% | -22.4% | +13.3% | -8.9% |
| 30D | -23.6% | -23.8% | +0.2% | -23.4% |
| 3M | -5.6% | -19.5% | +13.9% | -5.1% |
| 6M | +4.7% | +25.6% | -20.9% | +7.4% |
| YTD | +122.6% | +38.4% | +84.2% | +125.1% |
| 1Y | +133.0% | +33.7% | +99.3% | +137.6% |
| All | +133.0% | +36.6% | +96.4% | +137.6% |
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 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