-10.1%
BA vs FIVN
-55.4%
+45.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -17.6% | +18.2% | +2.7% |
| 7D | +1.1% | -22.6% | +23.7% | +4.1% |
| 30D | -7.9% | -16.8% | +8.8% | -6.2% |
| 3M | -25.3% | -0.9% | -24.4% | -26.1% |
| 6M | -24.6% | +28.4% | -53.0% | -28.3% |
| YTD | -20.1% | +40.2% | -60.4% | -26.0% |
| 1Y | -11.8% | +30.5% | -42.3% | -17.3% |
| 3Y | -10.1% | -56.2% | +46.1% | -7.1% |
| All | -10.1% | -55.4% | +45.2% | -7.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling