+205.2%
B vs FIVN
+318.5%
-113.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -2.1% |
| 7D | -1.6% | -2.3% | +0.7% | -1.5% |
| 30D | +9.4% | +12.4% | -3.0% | +8.6% |
| 3M | +5.0% | +36.0% | -31.0% | +3.0% |
| 6M | -3.5% | +86.0% | -89.5% | -7.4% |
| YTD | +4.5% | +65.9% | -61.5% | +0.7% |
| 1Y | +67.8% | +26.5% | +41.3% | +64.1% |
| 3Y | +196.7% | -54.2% | +250.9% | +203.7% |
| 5Y | +151.9% | -80.5% | +232.4% | +162.3% |
| 10Y | +202.2% | +109.6% | +92.5% | +207.0% |
| All | +205.2% | +318.5% | -113.3% | +196.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling