+445.9%
ASX vs FIVN
-55.5%
+501.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -6.1% | +12.2% | +6.8% |
| 7D | +6.3% | -8.2% | +14.5% | +7.3% |
| 30D | +6.4% | -8.1% | +14.5% | +7.2% |
| 3M | +13.1% | +34.9% | -21.8% | +7.7% |
| 6M | +90.3% | +72.6% | +17.7% | +70.8% |
| YTD | +149.6% | +55.8% | +93.9% | +126.9% |
| 1Y | +249.2% | +17.1% | +232.0% | +236.8% |
| 3Y | +445.9% | -54.3% | +500.2% | +484.9% |
| All | +445.9% | -55.5% | +501.4% | +484.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling