+57.7%
AZN vs FIVN
-82.2%
+139.9%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.4% | -1.0% | +0.3% |
| 7D | -1.6% | -7.8% | +6.3% | -1.2% |
| 30D | +1.1% | -1.7% | +2.8% | +1.1% |
| 3M | -12.1% | +47.2% | -59.3% | -13.9% |
| 6M | -17.1% | +82.7% | -99.9% | -20.1% |
| YTD | -12.0% | +52.9% | -64.9% | -14.4% |
| 1Y | -0.2% | +17.5% | -17.7% | -1.4% |
| 3Y | +26.8% | -55.8% | +82.6% | +31.9% |
| All | +57.7% | -82.2% | +139.9% | +60.7% |
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