-0.9%
BA vs FIVN
-80.6%
+79.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.3% | +1.2% |
| 7D | +1.2% | -2.3% | +3.4% | +1.5% |
| 30D | -11.6% | +12.4% | -24.0% | -13.8% |
| 3M | -2.4% | +36.0% | -38.4% | -8.1% |
| 6M | -6.6% | +86.0% | -92.6% | -18.1% |
| YTD | -2.2% | +65.9% | -68.2% | -13.1% |
| 1Y | -8.0% | +26.5% | -34.5% | -14.0% |
| 3Y | -5.0% | -54.2% | +49.2% | +2.8% |
| All | -0.9% | -80.6% | +79.6% | +22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling