+72.3%
BA vs FIVN
+103.9%
-31.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.1% | +5.4% | +0.2% |
| 7D | +2.5% | -8.2% | +10.7% | +3.8% |
| 30D | -10.1% | -8.1% | -2.0% | -9.1% |
| 3M | -2.4% | +34.9% | -37.3% | -7.7% |
| 6M | -8.8% | +72.6% | -81.5% | -18.3% |
| YTD | -2.9% | +55.8% | -58.7% | -12.2% |
| 1Y | -8.8% | +17.1% | -25.9% | -13.7% |
| 3Y | -0.3% | -54.3% | +54.1% | +6.1% |
| 5Y | -0.3% | -81.6% | +81.2% | +16.8% |
| 10Y | +72.3% | +109.2% | -36.8% | +42.7% |
| All | +72.3% | +103.9% | -31.5% | +42.7% |
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 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