-22.1%
BA vs FIVN
-81.1%
+59.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -17.6% | +18.2% | +3.3% |
| 7D | +1.1% | -22.6% | +23.7% | +4.9% |
| 30D | -7.9% | -16.8% | +8.8% | -5.7% |
| 3M | -25.3% | -0.9% | -24.4% | -26.3% |
| 6M | -24.6% | +28.4% | -53.0% | -29.3% |
| YTD | -20.1% | +40.2% | -60.4% | -27.8% |
| 1Y | -11.8% | +30.5% | -42.3% | -19.3% |
| 3Y | -10.1% | -56.2% | +46.1% | -3.0% |
| All | -22.1% | -81.1% | +59.0% | -5.9% |
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