+947.9%
ASX vs FIVN
+253.7%
+694.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -17.6% | +24.1% | +9.3% |
| 7D | -19.9% | -22.6% | +2.7% | -16.7% |
| 30D | -30.9% | -16.8% | -14.1% | -29.0% |
| 3M | -15.1% | -0.9% | -14.2% | -16.0% |
| 6M | -6.5% | +28.4% | -34.9% | -12.6% |
| YTD | +98.4% | +40.2% | +58.2% | +78.9% |
| 1Y | +107.9% | +30.5% | +77.3% | +89.5% |
| 3Y | +325.3% | -56.2% | +381.5% | +355.5% |
| 5Y | +447.3% | -81.0% | +528.3% | +544.6% |
| 10Y | +763.2% | +105.3% | +658.0% | +617.8% |
| All | +947.9% | +253.7% | +694.2% | +674.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling