+28.1%
BA vs FIVN
+109.8%
-81.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.3% | -1.0% |
| 7D | -1.7% | -19.3% | +17.6% | +1.2% |
| 30D | -9.5% | -20.7% | +11.2% | -6.7% |
| 3M | -26.5% | -15.1% | -11.4% | -25.4% |
| 6M | -27.4% | +30.6% | -58.0% | -31.7% |
| YTD | -20.6% | +44.0% | -64.6% | -27.9% |
| 1Y | -11.4% | +45.5% | -56.9% | -19.9% |
| 3Y | -10.8% | -52.8% | +41.9% | -6.3% |
| 5Y | -21.9% | -82.6% | +60.7% | -8.1% |
| 10Y | +28.1% | +109.4% | -81.2% | +8.5% |
| All | +28.1% | +109.8% | -81.7% | +8.5% |
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