+16.7%
BABA vs FIVN
+103.9%
-87.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.1% | +5.6% | +0.9% |
| 7D | -0.2% | -8.2% | +8.1% | +1.7% |
| 30D | -12.3% | -8.1% | -4.1% | -11.0% |
| 3M | -5.3% | +34.9% | -40.2% | -13.0% |
| 6M | -13.1% | +72.6% | -85.7% | -26.5% |
| YTD | -22.4% | +55.8% | -78.2% | -33.4% |
| 1Y | -19.5% | +17.1% | -36.6% | -26.1% |
| 3Y | +32.9% | -54.3% | +87.3% | +46.7% |
| 5Y | -29.9% | -81.6% | +51.7% | -7.4% |
| 10Y | +16.7% | +109.2% | -92.5% | -14.2% |
| All | +16.7% | +103.9% | -87.1% | -14.2% |
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