-31.5%
BAH vs FIVN
-55.5%
+24.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.1% | +5.2% | -0.3% |
| 7D | -4.3% | -8.2% | +3.9% | -3.5% |
| 30D | -4.5% | -8.1% | +3.7% | -3.7% |
| 3M | -7.6% | +34.9% | -42.5% | -11.0% |
| 6M | -10.6% | +72.6% | -83.2% | -16.4% |
| YTD | -12.6% | +55.8% | -68.3% | -17.8% |
| 1Y | -27.0% | +17.1% | -44.1% | -30.0% |
| 3Y | -31.5% | -54.3% | +22.8% | -29.7% |
| All | -31.5% | -55.5% | +24.0% | -29.7% |
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