-12.3%
BA vs FIVN
+33.4%
-45.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.7% |
| 7D | -0.6% | -17.4% | +16.9% | 0.0% |
| 30D | -8.0% | -20.4% | +12.4% | -7.4% |
| 3M | -25.8% | -9.6% | -16.2% | -25.5% |
| 6M | -27.6% | +34.7% | -62.3% | -27.0% |
| YTD | -21.0% | +40.6% | -61.6% | -21.3% |
| 1Y | -12.3% | +34.3% | -46.6% | -12.6% |
| All | -12.3% | +33.4% | -45.7% | -12.6% |
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