-11.5%
BA vs FIVN
+42.1%
-53.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.7% | -3.3% | -0.7% |
| 7D | -1.7% | -19.3% | +17.6% | -1.1% |
| 30D | -9.5% | -20.7% | +11.2% | -8.9% |
| 3M | -26.5% | -15.1% | -11.4% | -26.2% |
| 6M | -27.4% | +30.6% | -58.0% | -26.9% |
| YTD | -20.6% | +44.0% | -64.6% | -20.9% |
| All | -11.5% | +42.1% | -53.7% | -12.0% |
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