+136.4%
BAC vs FIVN
-55.5%
+191.9%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.1% | +5.7% | +0.3% |
| 7D | +1.2% | -8.2% | +9.4% | +2.2% |
| 30D | -0.7% | -8.1% | +7.4% | +0.1% |
| 3M | +16.9% | +34.9% | -18.0% | +11.3% |
| 6M | +29.6% | +72.6% | -43.0% | +17.5% |
| YTD | +15.3% | +55.8% | -40.5% | +5.8% |
| 1Y | +28.8% | +17.1% | +11.7% | +24.1% |
| 3Y | +136.4% | -54.3% | +190.7% | +148.2% |
| All | +136.4% | -55.5% | +191.9% | +148.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling