+711.1%
AVGO vs FIVN
-82.0%
+793.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.6% | -0.6% |
| 7D | -0.8% | -9.6% | +8.8% | +0.9% |
| 30D | -13.7% | -11.9% | -1.8% | -12.0% |
| 3M | -6.9% | +40.1% | -47.0% | -13.7% |
| 6M | +5.8% | +68.3% | -62.6% | -7.0% |
| YTD | +5.7% | +51.5% | -45.8% | -5.9% |
| 1Y | +9.0% | +15.1% | -6.1% | +2.5% |
| 3Y | +340.5% | -55.6% | +396.1% | +380.1% |
| 5Y | +711.1% | -82.4% | +793.5% | +910.9% |
| All | +711.1% | -82.0% | +793.1% | +910.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling