+391.9%
BAC vs FIVN
+115.6%
+276.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -0.3% | -11.3% | +11.0% | +1.0% |
| 30D | -1.8% | -7.3% | +5.5% | -1.1% |
| 3M | +15.3% | +41.7% | -26.4% | +10.1% |
| 6M | +30.2% | +78.3% | -48.1% | +19.9% |
| YTD | +15.6% | +50.9% | -35.3% | +8.1% |
| 1Y | +27.5% | +19.7% | +7.8% | +22.2% |
| 3Y | +137.0% | -55.7% | +192.8% | +146.8% |
| 5Y | +75.6% | -82.6% | +158.1% | +91.1% |
| All | +391.9% | +115.6% | +276.3% | +301.8% |
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