+23.9%
BABA vs FIVN
+358.0%
-334.1%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -17.6% | +18.9% | +4.9% |
| 7D | +11.6% | -22.6% | +34.3% | +17.0% |
| 30D | +2.3% | -16.8% | +19.0% | +5.2% |
| 3M | -13.7% | -0.9% | -12.8% | -15.4% |
| 6M | -21.9% | +28.4% | -50.3% | -28.4% |
| YTD | -24.6% | +40.2% | -64.9% | -34.0% |
| 1Y | -34.1% | +30.5% | -64.6% | -41.6% |
| 3Y | +36.3% | -56.2% | +92.5% | +47.8% |
| 5Y | -26.7% | -81.0% | +54.3% | -8.0% |
| 10Y | +19.2% | +105.3% | -86.1% | -7.7% |
| All | +23.9% | +358.0% | -334.1% | -17.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling