-6.7%
AXP vs FIVN
+55.4%
-62.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +2.1% |
| 7D | +4.6% | -3.4% | +8.0% | +4.9% |
| 30D | +9.7% | +5.8% | +4.0% | +9.1% |
| 3M | -3.8% | +22.0% | -25.8% | -6.0% |
| 6M | +4.8% | +55.7% | -50.9% | -0.5% |
| YTD | -9.1% | +81.3% | -90.4% | -15.6% |
| 1Y | -6.7% | +58.0% | -64.7% | -10.9% |
| All | -6.7% | +55.4% | -62.1% | -10.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling