+201.7%
BAH vs FIVN
+115.6%
+86.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.4% | +5.2% | +4.9% |
| 7D | +2.4% | -11.3% | +13.7% | +3.8% |
| 30D | -2.9% | -7.3% | +4.3% | -2.2% |
| 3M | -1.3% | +41.7% | -43.0% | -5.7% |
| 6M | -0.9% | +78.3% | -79.1% | -8.4% |
| YTD | -8.2% | +50.9% | -59.1% | -13.9% |
| 1Y | -24.0% | +19.7% | -43.6% | -27.1% |
| 3Y | -28.1% | -55.7% | +27.7% | -24.9% |
| 5Y | +2.5% | -82.6% | +85.1% | +16.2% |
| All | +201.7% | +115.6% | +86.0% | +139.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling