+222.7%
B vs FIVN
+104.7%
+118.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.7% | -1.7% |
| 7D | -2.7% | -22.8% | +20.1% | -1.1% |
| 30D | -4.3% | -21.3% | +17.0% | -3.0% |
| 3M | -2.3% | -14.0% | +11.7% | -1.7% |
| 6M | -16.2% | +31.1% | -47.3% | -18.3% |
| YTD | -8.8% | +40.0% | -48.8% | -12.2% |
| 1Y | +11.4% | +38.1% | -26.7% | +7.2% |
| 3Y | +174.3% | -55.7% | +229.9% | +183.6% |
| 5Y | +116.2% | -82.5% | +198.7% | +131.2% |
| 10Y | +222.7% | +92.4% | +130.4% | +234.8% |
| All | +222.7% | +104.7% | +118.0% | +234.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling