+672.3%
AU vs FIVN
+118.5%
+553.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.4% | -0.8% | +0.4% |
| 7D | -4.3% | -7.8% | +3.6% | -3.7% |
| 30D | +7.3% | -1.7% | +9.0% | +7.4% |
| 3M | +26.3% | +47.2% | -20.9% | +22.9% |
| 6M | +1.8% | +82.7% | -81.0% | -3.2% |
| YTD | +26.8% | +52.9% | -26.1% | +21.8% |
| 1Y | +66.7% | +17.5% | +49.2% | +62.9% |
| 3Y | +579.1% | -55.8% | +634.9% | +604.8% |
| 5Y | +689.3% | -82.3% | +771.7% | +739.0% |
| All | +672.3% | +118.5% | +553.7% | +817.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling