+228.0%
B vs FIVN
+102.4%
+125.5%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -3.9% | -2.2% | -5.8% |
| 7D | +7.1% | -22.4% | +29.5% | +8.8% |
| 30D | -3.3% | -23.8% | +20.4% | -1.7% |
| 3M | -2.5% | -19.5% | +17.0% | -1.5% |
| 6M | -7.2% | +25.6% | -32.8% | -9.3% |
| YTD | -7.4% | +38.4% | -45.8% | -10.8% |
| 1Y | +16.4% | +33.7% | -17.2% | +12.4% |
| 3Y | +178.7% | -56.2% | +234.9% | +188.4% |
| 5Y | +121.7% | -82.9% | +204.6% | +137.5% |
| All | +228.0% | +102.4% | +125.5% | +240.5% |
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