+11.7%
BABA vs FIVN
+92.2%
-80.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.5% | -7.1% |
| 7D | -12.7% | -17.4% | +4.7% | -9.5% |
| 30D | -14.9% | -20.4% | +5.5% | -11.4% |
| 3M | -24.6% | -9.6% | -15.0% | -24.5% |
| 6M | -29.3% | +34.7% | -64.0% | -36.4% |
| YTD | -35.0% | +40.6% | -75.6% | -43.8% |
| 1Y | -39.7% | +34.3% | -74.0% | -47.4% |
| 3Y | +21.2% | -55.5% | +76.6% | +32.2% |
| 5Y | -39.9% | -82.5% | +42.6% | -20.7% |
| All | +11.7% | +92.2% | -80.5% | -14.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling