+89.6%
AXP vs FIVN
-81.1%
+170.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -17.6% | +16.4% | +1.8% |
| 7D | +0.6% | -22.6% | +23.2% | +4.8% |
| 30D | +5.8% | -16.8% | +22.6% | +8.6% |
| 3M | -6.0% | -0.9% | -5.1% | -7.7% |
| 6M | +0.3% | +28.4% | -28.1% | -7.0% |
| YTD | -12.3% | +40.2% | -52.5% | -21.6% |
| 1Y | -11.2% | +30.5% | -41.8% | -19.7% |
| 3Y | +117.0% | -56.2% | +173.3% | +131.2% |
| All | +89.6% | -81.1% | +170.7% | +113.2% |
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