-27.9%
BAH vs FIVN
+13.9%
-41.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.8% | +2.9% | +0.5% |
| 7D | -1.3% | -9.6% | +8.3% | +0.1% |
| 30D | -6.6% | -11.9% | +5.3% | -5.0% |
| 3M | -7.2% | +40.1% | -47.2% | -12.3% |
| 6M | -10.0% | +68.3% | -78.3% | -17.5% |
| YTD | -12.5% | +51.5% | -63.9% | -19.8% |
| 1Y | -27.9% | +15.1% | -43.0% | -34.6% |
| All | -27.9% | +13.9% | -41.8% | -34.6% |
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