+85.9%
AXP vs FIVN
-82.6%
+168.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.6% |
| 7D | -2.1% | -17.4% | +15.3% | +0.9% |
| 30D | +2.7% | -20.4% | +23.0% | +6.2% |
| 3M | -7.3% | -9.6% | +2.4% | -6.9% |
| 6M | +1.8% | +34.7% | -32.9% | -6.7% |
| YTD | -13.1% | +40.6% | -53.7% | -22.5% |
| 1Y | -13.7% | +34.3% | -48.0% | -22.4% |
| 3Y | +113.1% | -55.5% | +168.6% | +126.7% |
| 5Y | +85.9% | -82.5% | +168.4% | +116.4% |
| All | +85.9% | -82.6% | +168.5% | +116.4% |
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