+1,142.7%
ASX vs FIVN
+318.5%
+824.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +0.6% |
| 7D | -0.7% | -2.3% | +1.6% | -0.4% |
| 30D | +2.0% | +12.4% | -10.4% | -0.5% |
| 3M | -1.3% | +36.0% | -37.4% | -7.5% |
| 6M | +71.4% | +86.0% | -14.5% | +49.6% |
| YTD | +135.3% | +65.9% | +69.4% | +107.8% |
| 1Y | +267.5% | +26.5% | +241.0% | +240.1% |
| 3Y | +388.5% | -54.2% | +442.7% | +422.9% |
| 5Y | +417.1% | -80.5% | +497.5% | +509.0% |
| 10Y | +872.7% | +109.6% | +763.1% | +707.2% |
| All | +1,142.7% | +318.5% | +824.2% | +799.8% |
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 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