+11.4%
B vs FIVN
+36.2%
-24.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.2% | -2.7% | -1.6% |
| 7D | -2.7% | -22.8% | +20.1% | -2.3% |
| 30D | -4.3% | -21.3% | +17.0% | -4.0% |
| 3M | -2.3% | -14.0% | +11.7% | -1.9% |
| 6M | -16.2% | +31.1% | -47.3% | -14.8% |
| YTD | -8.8% | +40.0% | -48.8% | -6.2% |
| 1Y | +11.4% | +38.1% | -26.7% | +14.2% |
| All | +11.4% | +36.2% | -24.8% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling