-36.3%
BABA vs FIVN
+36.2%
-72.5%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.2% | -2.3% | -1.2% |
| 7D | -3.6% | -22.8% | +19.2% | -3.0% |
| 30D | -8.4% | -21.3% | +12.9% | -7.9% |
| 3M | -20.6% | -14.0% | -6.6% | -20.5% |
| 6M | -25.4% | +31.1% | -56.5% | -26.3% |
| YTD | -30.1% | +40.0% | -70.1% | -33.7% |
| 1Y | -36.3% | +38.1% | -74.4% | -39.4% |
| All | -36.3% | +36.2% | -72.5% | -39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling